+491.9%
SPCX vs DIA
+39.3%
+452.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.9% | -8.3% |
| 7D | +2.8% | -1.6% | +4.4% | +15.4% |
| 30D | -14.5% | +1.3% | -15.8% | -42.2% |
| 3M | +4.8% | -2.1% | +6.9% | -3.5% |
| 6M | +535.8% | +13.2% | +522.6% | +129.3% |
| YTD | +541.5% | +10.3% | +531.1% | +131.3% |
| 1Y | +443.5% | +11.0% | +432.6% | +96.0% |
| All | +491.9% | +39.3% | +452.6% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 all: compounded portfolio wealth divided by compounded DIA 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…
all analysis · Full analysis span regression · 6 months rolling