+489.2%
SPCX vs BEN
+88.6%
+400.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -3.8% |
| 7D | +3.6% | +6.8% | -3.2% | -42.8% |
| 30D | -8.6% | +18.0% | -26.6% | -81.3% |
| 3M | -1.5% | +7.5% | -9.0% | -66.5% |
| 6M | +532.9% | +57.1% | +475.8% | -44.7% |
| YTD | +538.6% | +56.1% | +482.5% | -44.2% |
| 1Y | +442.9% | +69.6% | +373.3% | -52.5% |
| All | +489.2% | +88.6% | +400.6% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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