+489.2%
SPCX vs BAX
-27.3%
+516.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -1.2% |
| 7D | +3.6% | +0.1% | +3.5% | +3.3% |
| 30D | -8.6% | +4.1% | -12.6% | -22.2% |
| 3M | -1.5% | -4.5% | +3.0% | -0.3% |
| 6M | +442.8% | +38.3% | +404.5% | +123.3% |
| YTD | +442.8% | +38.3% | +404.5% | +123.3% |
| 1Y | +442.8% | +38.3% | +404.5% | +123.3% |
| All | +489.2% | -27.3% | +516.5% | +140.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 all: compounded portfolio wealth divided by compounded BAX 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…
all analysis · Full analysis span regression · 6 months rolling