+33,174.6%
SCCO vs RGEN
+11,135.3%
+22,039.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.4% | +4.9% |
| 7D | +3.4% | -0.9% | +4.3% | +3.5% |
| 30D | +6.6% | +2.8% | +3.8% | +6.4% |
| 3M | +24.5% | +34.5% | -10.0% | +22.1% |
| 6M | +16.5% | +40.5% | -24.0% | +13.8% |
| YTD | +52.1% | +2.8% | +49.3% | +51.5% |
| 1Y | +114.2% | +39.6% | +74.5% | +109.2% |
| 3Y | +207.4% | +4.4% | +203.0% | +202.6% |
| 5Y | +353.7% | -42.8% | +396.5% | +355.7% |
| 10Y | +1,144.5% | +406.7% | +737.8% | +1,015.4% |
| All | +33,174.6% | +11,135.3% | +22,039.2% | +26,390.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 all: compounded portfolio wealth divided by compounded RGEN 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…
all analysis · Full analysis span regression · 6 months rolling