+492.7%
SPCX vs AEP
+41.4%
+451.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | -0.2% |
| 7D | +13.2% | +2.5% | +10.7% | +17.3% |
| 30D | -10.6% | +3.4% | -14.0% | -5.9% |
| 3M | -4.2% | +4.2% | -8.5% | +1.4% |
| 6M | +536.7% | -0.4% | +537.1% | +541.0% |
| YTD | +542.4% | +15.2% | +527.1% | +543.7% |
| 1Y | +446.0% | +8.3% | +437.7% | +447.5% |
| All | +492.7% | +41.4% | +451.3% | +494.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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