+33,286.3%
SCCO vs HRB
+1,067.3%
+32,219.0%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +2.0% | +0.8% |
| 7D | +2.4% | -10.6% | +13.1% | +5.6% |
| 30D | +6.4% | -0.8% | +7.2% | +5.8% |
| 3M | +21.6% | +19.1% | +2.5% | +13.4% |
| 6M | +13.4% | +48.7% | -35.3% | -3.1% |
| YTD | +52.6% | +7.1% | +45.5% | +42.9% |
| 1Y | +122.4% | -8.3% | +130.7% | +117.6% |
| 3Y | +208.5% | +25.8% | +182.6% | +165.0% |
| 5Y | +353.9% | +111.1% | +242.8% | +216.5% |
| 10Y | +1,187.3% | +206.6% | +980.7% | +614.7% |
| All | +33,286.3% | +1,067.3% | +32,219.0% | +12,144.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling