+489.2%
SPCX vs AEIS
+126.3%
+362.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +2.4% |
| 7D | +3.6% | +11.5% | -7.9% | -5.3% |
| 30D | -8.6% | -15.8% | +7.2% | +2.2% |
| 3M | -1.5% | -33.3% | +31.8% | +29.4% |
| 6M | +532.9% | -33.8% | +566.7% | +720.1% |
| YTD | +538.6% | +5.0% | +533.5% | +725.5% |
| 1Y | +442.9% | +8.5% | +434.4% | +601.9% |
| All | +489.2% | +126.3% | +362.9% | +656.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling