+1,067.4%
SCCO vs URA
+361.2%
+706.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.0% | -3.3% | -5.2% |
| 7D | -2.7% | -1.5% | -1.2% | -1.8% |
| 30D | -0.2% | -0.4% | +0.2% | +0.1% |
| 3M | +17.8% | +6.3% | +11.5% | +14.3% |
| 6M | +2.3% | -14.0% | +16.2% | +10.2% |
| YTD | +41.6% | +5.3% | +36.3% | +38.7% |
| 1Y | +101.9% | +11.7% | +90.2% | +89.5% |
| 3Y | +186.2% | +109.8% | +76.4% | +88.7% |
| 5Y | +309.7% | +108.0% | +201.7% | +154.0% |
| All | +1,067.4% | +361.2% | +706.2% | +300.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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