+1,067.4%
SCCO vs RVTY
+139.0%
+928.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.3% | -4.9% | -6.3% |
| 7D | -2.7% | -7.4% | +4.7% | +0.4% |
| 30D | -0.2% | +4.5% | -4.7% | -2.0% |
| 3M | +17.8% | +19.5% | -1.7% | +8.7% |
| 6M | +2.3% | +34.1% | -31.9% | -10.2% |
| YTD | +41.6% | +25.3% | +16.3% | +26.4% |
| 1Y | +101.9% | +47.0% | +54.9% | +67.6% |
| 3Y | +186.2% | +14.1% | +172.0% | +156.3% |
| 5Y | +309.7% | -34.6% | +344.2% | +352.9% |
| All | +1,067.4% | +139.0% | +928.5% | +550.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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