+676.1%
SCCO vs RBA
+207.2%
+468.9%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.7% |
| 7D | -1.9% | +1.7% | -3.7% | -2.4% |
| 30D | -17.4% | +8.3% | -25.8% | -19.7% |
| 3M | -11.7% | +10.5% | -22.2% | -14.8% |
| 6M | -12.1% | -5.9% | -6.2% | -11.6% |
| YTD | +20.9% | -6.9% | +27.7% | +21.4% |
| 1Y | +31.3% | -4.9% | +36.2% | +31.0% |
| 3Y | +170.3% | +64.5% | +105.9% | +121.6% |
| 5Y | +240.8% | +46.1% | +194.7% | +182.4% |
| All | +676.1% | +207.2% | +468.9% | +351.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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