+353.9%
SCCO vs URA
+132.7%
+221.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +1.0% |
| 7D | +2.4% | +5.7% | -3.3% | -0.3% |
| 30D | +6.4% | +5.6% | +0.8% | +3.6% |
| 3M | +21.6% | +6.2% | +15.4% | +18.1% |
| 6M | +13.4% | -8.2% | +21.7% | +17.9% |
| YTD | +52.6% | +9.7% | +43.0% | +47.6% |
| 1Y | +122.4% | +17.0% | +105.4% | +106.9% |
| 3Y | +208.5% | +118.5% | +90.0% | +112.5% |
| 5Y | +353.9% | +134.3% | +219.6% | +196.0% |
| All | +353.9% | +132.7% | +221.2% | +196.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling