+489.2%
SPCX vs DOCS
+30.3%
+458.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.3% |
| 7D | +3.6% | +2.6% | +1.1% | +5.7% |
| 30D | -8.6% | +11.4% | -20.0% | -0.1% |
| 3M | -1.5% | +25.4% | -26.9% | +18.8% |
| 6M | +532.9% | +44.6% | +488.3% | +827.3% |
| YTD | +538.6% | -24.7% | +563.3% | +842.1% |
| 1Y | +442.9% | -32.9% | +475.8% | +701.7% |
| All | +489.2% | +30.3% | +458.9% | +751.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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