+506.1%
SPCX vs CPB
-47.8%
+553.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | -6.7% |
| 7D | +1.3% | +2.9% | -1.6% | +17.8% |
| 30D | -12.0% | +17.6% | -29.6% | +113.4% |
| 3M | +3.1% | +2.0% | +1.1% | -37.3% |
| 6M | +457.1% | -21.8% | +479.0% | +3.9% |
| YTD | +457.1% | -21.8% | +479.0% | +3.9% |
| 1Y | +457.1% | -21.8% | +479.0% | +3.9% |
| All | +506.1% | -47.8% | +553.9% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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