+695.6%
SCCO vs RACE
+717.8%
-22.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | -0.1% | -1.5% |
| 7D | +1.7% | -4.0% | +5.7% | +3.5% |
| 30D | -18.1% | +3.5% | -21.6% | -19.3% |
| 3M | -12.8% | -0.4% | -12.4% | -12.8% |
| 6M | -8.5% | +23.2% | -31.6% | -16.7% |
| YTD | +23.9% | +11.0% | +12.9% | +17.3% |
| 1Y | +30.0% | -2.2% | +32.2% | +29.8% |
| 3Y | +175.2% | +22.5% | +152.7% | +134.2% |
| 5Y | +249.4% | +63.2% | +186.2% | +152.5% |
| All | +695.6% | +717.8% | -22.2% | +220.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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