+442.9%
SPCX vs BEN
+65.1%
+377.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -5.9% |
| 7D | +3.6% | +6.8% | -3.2% | -72.4% |
| 30D | -8.6% | +18.0% | -26.6% | -97.2% |
| 3M | -1.5% | +7.5% | -9.0% | -94.4% |
| 6M | +532.9% | +57.1% | +475.8% | -98.8% |
| YTD | +538.6% | +56.1% | +482.5% | -98.8% |
| 1Y | +442.9% | +69.6% | +373.3% | -99.0% |
| All | +442.9% | +65.1% | +377.8% | -99.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling