+1,063.5%
SCCO vs HRB
+209.1%
+854.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | -2.7% | -8.0% | +5.4% | -1.4% |
| 30D | -0.7% | -16.0% | +15.2% | +2.1% |
| 3M | +8.1% | +26.9% | -18.8% | +2.5% |
| 6M | +4.1% | +51.1% | -47.0% | -5.9% |
| YTD | +41.1% | +7.1% | +34.1% | +37.0% |
| 1Y | +95.6% | -9.6% | +105.2% | +96.9% |
| 3Y | +179.3% | +25.4% | +153.8% | +152.7% |
| 5Y | +308.3% | +114.9% | +193.4% | +211.4% |
| All | +1,063.5% | +209.1% | +854.4% | +627.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling