+310.9%
SCCO vs RVTY
-33.1%
+344.0%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.8% | -3.1% | -1.4% |
| 7D | -2.7% | -4.5% | +1.9% | -1.0% |
| 30D | -0.7% | +5.5% | -6.2% | -2.7% |
| 3M | +8.1% | +22.5% | -14.4% | -0.2% |
| 6M | +4.1% | +38.9% | -34.8% | -8.3% |
| YTD | +41.1% | +28.7% | +12.4% | +26.2% |
| 1Y | +95.6% | +45.5% | +50.1% | +66.5% |
| 3Y | +179.3% | +16.4% | +162.9% | +152.2% |
| All | +310.9% | -33.1% | +344.0% | +307.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling