+442.9%
SPCX vs BAC
-3.1%
+446.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -14.8% |
| 7D | +3.6% | +3.2% | +0.4% | -37.8% |
| 30D | -8.6% | -0.7% | -7.9% | -44.5% |
| 3M | -1.5% | -20.0% | +18.4% | +569.3% |
| 6M | +532.9% | +3.0% | +529.9% | -64.0% |
| YTD | +538.6% | -5.7% | +544.3% | -63.6% |
| 1Y | +442.9% | -1.4% | +444.3% | -69.2% |
| All | +442.9% | -3.1% | +446.0% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 1y: compounded portfolio wealth divided by compounded BAC 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…
1y analysis · Full analysis span regression · 6 months rolling