+489.2%
SPCX vs DIS
+43.0%
+446.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | +2.7% |
| 7D | +3.6% | +1.9% | +1.7% | +13.0% |
| 30D | -8.6% | +9.2% | -17.7% | +38.3% |
| 3M | -1.5% | +13.5% | -15.1% | +64.2% |
| 6M | +442.8% | +3.5% | +439.3% | +755.8% |
| YTD | +442.8% | +3.5% | +439.3% | +755.8% |
| 1Y | +442.8% | +3.5% | +439.3% | +755.8% |
| All | +489.2% | +43.0% | +446.2% | +821.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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