+1,187.3%
SCCO vs RY
+372.5%
+814.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +1.4% |
| 7D | +2.4% | -0.5% | +3.0% | +2.8% |
| 30D | +6.4% | -1.9% | +8.3% | +8.0% |
| 3M | +21.6% | +5.1% | +16.4% | +15.2% |
| 6M | +13.4% | +28.2% | -14.8% | -11.1% |
| YTD | +52.6% | +22.9% | +29.8% | +24.9% |
| 1Y | +122.4% | +45.5% | +76.9% | +54.7% |
| 3Y | +208.5% | +156.7% | +51.8% | +21.2% |
| 5Y | +353.9% | +137.7% | +216.2% | +93.2% |
| 10Y | +1,187.3% | +375.5% | +811.7% | +198.0% |
| All | +1,187.3% | +372.5% | +814.7% | +198.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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