+489.2%
SPCX vs BMY
+51.0%
+438.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | +2.0% |
| 7D | +3.6% | +2.1% | +1.5% | +6.8% |
| 30D | -8.6% | +7.0% | -15.6% | +2.0% |
| 3M | -1.5% | -0.9% | -0.7% | -2.5% |
| 6M | +532.9% | +9.2% | +523.7% | +667.5% |
| YTD | +538.6% | +22.8% | +515.7% | +677.4% |
| 1Y | +442.9% | +36.2% | +406.6% | +563.4% |
| All | +489.2% | +51.0% | +438.2% | +642.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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