+207.4%
SCCO vs RACE
+39.3%
+168.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.0% | +5.9% | +5.2% |
| 7D | +3.4% | -1.0% | +4.5% | +3.8% |
| 30D | +6.6% | -1.5% | +8.1% | +7.2% |
| 3M | +24.5% | +15.5% | +9.0% | +19.2% |
| 6M | +16.5% | +17.3% | -0.8% | +10.8% |
| YTD | +52.1% | +11.1% | +41.0% | +46.4% |
| 1Y | +114.2% | -14.3% | +128.4% | +119.0% |
| 3Y | +207.4% | +40.2% | +167.3% | +143.6% |
| All | +207.4% | +39.3% | +168.2% | +143.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling