+31.3%
SCCO vs URA
-29.3%
+60.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.8% | -1.3% |
| 7D | -1.9% | -1.5% | -0.4% | -0.8% |
| 30D | -17.4% | -10.4% | -7.0% | -10.6% |
| 3M | -11.7% | -29.6% | +18.0% | +13.0% |
| 6M | -12.1% | -40.3% | +28.2% | +25.3% |
| YTD | +20.9% | -25.5% | +46.4% | +54.4% |
| 1Y | +31.3% | -26.4% | +57.8% | +68.2% |
| All | +31.3% | -29.3% | +60.7% | +68.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling