+489.2%
SPCX vs A
+31.9%
+457.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -3.0% |
| 7D | +3.6% | -0.5% | +4.1% | +4.4% |
| 30D | -8.6% | 0.0% | -8.6% | -12.5% |
| 3M | -1.5% | +16.7% | -18.2% | -62.5% |
| 6M | +532.9% | +52.0% | +480.9% | -9.8% |
| YTD | +538.6% | +28.8% | +509.8% | -9.0% |
| 1Y | +442.9% | +19.3% | +423.6% | -22.6% |
| All | +489.2% | +31.9% | +457.3% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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