-11.7%
SPCX vs ASX
-6.2%
-5.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +8.6% | -2.8% | +2.6% |
| 7D | +4.2% | -12.3% | +16.5% | +8.2% |
| 30D | -12.6% | -26.0% | +13.4% | -4.8% |
| 3M | +6.7% | -8.1% | +14.8% | +10.6% |
| All | -11.7% | -6.2% | -5.5% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · Available span rolling