+27,714.4%
SCCO vs RY
+10,953.4%
+16,760.9%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +0.9% |
| 7D | -2.4% | -3.0% | +0.6% | 0.0% |
| 30D | -16.5% | +6.3% | -22.7% | -20.3% |
| 3M | -10.4% | -2.6% | -7.8% | -8.7% |
| 6M | -2.8% | +13.9% | -16.7% | -12.4% |
| YTD | +27.2% | +21.7% | +5.5% | +9.6% |
| 1Y | +33.6% | +40.4% | -6.8% | +3.1% |
| 3Y | +182.4% | +161.3% | +21.1% | +34.0% |
| 5Y | +262.8% | +126.5% | +136.3% | +93.7% |
| 10Y | +724.4% | +354.3% | +370.0% | +166.1% |
| All | +27,714.4% | +10,953.4% | +16,760.9% | +3,134.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling