+501.7%
SPCX vs B
+161.6%
+340.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.2% | +1.6% | +6.9% |
| 7D | +4.2% | +11.3% | -7.1% | +7.2% |
| 30D | -12.6% | +2.9% | -15.6% | -12.0% |
| 3M | +6.7% | -2.9% | +9.6% | +5.9% |
| 6M | +546.4% | +3.7% | +542.6% | +555.6% |
| YTD | +552.1% | -1.3% | +553.5% | +561.1% |
| 1Y | +453.2% | +30.4% | +422.8% | +459.4% |
| All | +501.7% | +161.6% | +340.1% | +502.6% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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 · 6 months rolling