+489.2%
SPCX vs AEM
+151.5%
+337.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | +3.6% | -6.8% | +10.5% | -21.1% |
| 30D | -8.6% | +0.8% | -9.4% | -20.1% |
| 3M | -1.5% | -0.8% | -0.7% | -33.2% |
| 6M | +532.9% | -14.0% | +546.9% | +296.2% |
| YTD | +538.6% | +5.9% | +532.6% | +296.4% |
| 1Y | +442.9% | +6.6% | +436.3% | +236.9% |
| All | +489.2% | +151.5% | +337.7% | +251.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 3y: compounded portfolio wealth divided by compounded AEM 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…
3y analysis · Full analysis span regression · 6 months rolling