+446.1%
SPCX vs DOW
+57.0%
+389.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.7% | +12.3% |
| 7D | +13.2% | +3.7% | +9.5% | +40.3% |
| 30D | -10.6% | +16.3% | -26.9% | +113.8% |
| 3M | -4.2% | +9.7% | -13.9% | +14.2% |
| 6M | +536.7% | -16.5% | +553.1% | +5.8% |
| YTD | +542.4% | +46.6% | +495.8% | 0.0% |
| All | +446.1% | +57.0% | +389.1% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling