+353.9%
SCCO vs RBA
+39.8%
+314.1%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +2.4% | -1.9% | +4.3% | +2.9% |
| 30D | +6.4% | -13.0% | +19.4% | +10.0% |
| 3M | +21.6% | -23.1% | +44.7% | +28.8% |
| 6M | +13.4% | -22.6% | +36.0% | +19.8% |
| YTD | +52.6% | -20.4% | +73.0% | +59.5% |
| 1Y | +122.4% | -29.6% | +152.0% | +139.5% |
| 3Y | +208.5% | +26.6% | +181.9% | +185.2% |
| 5Y | +353.9% | +38.2% | +315.7% | +285.2% |
| All | +353.9% | +39.8% | +314.1% | +285.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling