+446.1%
SPCX vs AEIS
+9.0%
+437.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +1.8% |
| 7D | +13.2% | +23.2% | -10.0% | -16.6% |
| 30D | -10.6% | -17.0% | +6.4% | +10.6% |
| 3M | -4.2% | -32.2% | +27.9% | +53.5% |
| 6M | +536.7% | -31.0% | +567.7% | +678.7% |
| YTD | +542.4% | +9.4% | +533.0% | +662.8% |
| All | +446.1% | +9.0% | +437.1% | +549.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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