+491.9%
SPCX vs BN
+49.1%
+442.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | +0.3% |
| 7D | +2.8% | -2.4% | +5.2% | +11.3% |
| 30D | -14.5% | +13.5% | -28.0% | -51.3% |
| 3M | +4.8% | -5.9% | +10.8% | +14.9% |
| 6M | +535.8% | +3.5% | +532.3% | +562.7% |
| YTD | +541.5% | -7.9% | +549.4% | +569.7% |
| 1Y | +443.5% | -8.3% | +451.8% | +467.4% |
| All | +491.9% | +49.1% | +442.8% | +488.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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