+468.7%
SPCX vs DOCS
+27.1%
+441.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -2.0% | +10.6% | +3.1% |
| 7D | -0.3% | -0.8% | +0.4% | -4.0% |
| 30D | -19.9% | +17.4% | -37.3% | +19.2% |
| 3M | +16.8% | +57.4% | -40.5% | +198.0% |
| 6M | +421.0% | -49.2% | +470.1% | +725.0% |
| YTD | +421.0% | -49.2% | +470.1% | +725.0% |
| 1Y | +421.0% | -49.2% | +470.1% | +725.0% |
| All | +468.7% | +27.1% | +441.6% | +779.4% |
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