+1,067.4%
SCCO vs RBA
+195.3%
+872.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.0% | -6.3% | -6.9% |
| 7D | -2.7% | -3.3% | +0.6% | -1.7% |
| 30D | -0.2% | -9.8% | +9.6% | +3.1% |
| 3M | +17.8% | -23.5% | +41.2% | +27.2% |
| 6M | +2.3% | -21.5% | +23.8% | +9.6% |
| YTD | +41.6% | -21.2% | +62.8% | +50.6% |
| 1Y | +101.9% | -30.2% | +132.1% | +123.3% |
| 3Y | +186.2% | +25.3% | +160.8% | +155.2% |
| 5Y | +309.7% | +35.1% | +274.6% | +243.4% |
| All | +1,067.4% | +195.3% | +872.2% | +559.5% |
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