+353.7%
SCCO vs RY
+140.3%
+213.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.7% |
| 7D | +3.4% | +2.7% | +0.7% | +0.6% |
| 30D | +6.6% | -1.0% | +7.6% | +7.2% |
| 3M | +24.5% | +7.6% | +16.8% | +15.1% |
| 6M | +16.5% | +29.5% | -13.0% | -9.9% |
| YTD | +52.1% | +24.2% | +28.0% | +22.7% |
| 1Y | +114.2% | +46.4% | +67.8% | +48.1% |
| 3Y | +207.4% | +159.4% | +48.0% | +19.2% |
| 5Y | +353.7% | +141.8% | +211.9% | +87.8% |
| All | +353.7% | +140.3% | +213.4% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling