+489.2%
SPCX vs BHP
+64.0%
+425.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +7.4% |
| 7D | +3.6% | -0.5% | +4.1% | +1.9% |
| 30D | -8.6% | -4.5% | -4.0% | +2.4% |
| 3M | -1.5% | -6.9% | +5.3% | -4.6% |
| 6M | +532.9% | +11.6% | +521.3% | +298.8% |
| YTD | +538.6% | +37.2% | +501.4% | +300.9% |
| 1Y | +442.9% | +48.0% | +394.8% | +240.6% |
| All | +489.2% | +64.0% | +425.2% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 5y: compounded portfolio wealth divided by compounded BHP 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…
5y analysis · Full analysis span regression · 6 months rolling