+489.2%
SPCX vs CB
+44.7%
+444.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -8.5% |
| 7D | +3.6% | +2.9% | +0.7% | -17.6% |
| 30D | -8.6% | +7.3% | -15.9% | -55.3% |
| 3M | -1.5% | +9.4% | -10.9% | -65.6% |
| 6M | +442.8% | +28.6% | +414.2% | -49.1% |
| YTD | +442.8% | +28.6% | +414.2% | -49.1% |
| 1Y | +442.8% | +28.6% | +414.2% | -49.1% |
| All | +489.2% | +44.7% | +444.5% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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