+492.7%
SPCX vs AAL
+42.4%
+450.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.6% | +5.7% | +20.2% |
| 7D | +13.2% | +2.9% | +10.3% | -3.5% |
| 30D | -10.6% | +6.5% | -17.1% | -43.6% |
| 3M | -4.2% | -10.9% | +6.6% | +5.1% |
| 6M | +536.7% | +22.1% | +514.6% | +271.1% |
| YTD | +542.4% | -13.2% | +555.5% | +271.5% |
| 1Y | +446.0% | -1.1% | +447.1% | +216.4% |
| All | +492.7% | +42.4% | +450.4% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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