+501.7%
SPCX vs D
+38.2%
+463.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.5% | +6.3% | +9.3% |
| 7D | +4.2% | +0.8% | +3.4% | -10.1% |
| 30D | -12.6% | +10.7% | -23.3% | -68.2% |
| 3M | +6.7% | +2.3% | +4.4% | -36.0% |
| 6M | +546.4% | +11.9% | +534.5% | +231.2% |
| YTD | +552.1% | +20.1% | +532.1% | +234.6% |
| 1Y | +453.2% | +15.6% | +437.6% | +183.6% |
| All | +501.7% | +38.2% | +463.5% | +212.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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