+489.2%
SPCX vs ACWI
+48.2%
+441.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | +2.7% |
| 7D | +3.6% | +2.4% | +1.2% | -27.1% |
| 30D | -8.6% | -1.7% | -6.9% | -6.5% |
| 3M | -1.5% | -3.9% | +2.4% | +21.1% |
| 6M | +532.9% | +12.1% | +520.8% | +192.4% |
| YTD | +538.6% | +11.0% | +527.5% | +195.0% |
| 1Y | +442.9% | +13.1% | +429.8% | +150.9% |
| All | +489.2% | +48.2% | +441.0% | +166.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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