+1,187.3%
SCCO vs RACE
+783.2%
+404.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | +2.4% | -2.6% | +5.1% | +3.6% |
| 30D | +6.4% | -1.1% | +7.5% | +6.9% |
| 3M | +21.6% | +12.5% | +9.0% | +15.3% |
| 6M | +13.4% | +17.4% | -4.0% | +5.7% |
| YTD | +52.6% | +10.1% | +42.5% | +45.2% |
| 1Y | +122.4% | -15.1% | +137.5% | +133.7% |
| 3Y | +208.5% | +38.9% | +169.5% | +147.3% |
| 5Y | +353.9% | +90.7% | +263.2% | +204.3% |
| 10Y | +1,187.3% | +801.8% | +385.4% | +397.8% |
| All | +1,187.3% | +783.2% | +404.1% | +397.8% |
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