+506.1%
SPCX vs ED
+27.8%
+478.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | 0.0% | -5.6% |
| 7D | +1.3% | +2.1% | -0.9% | -23.9% |
| 30D | -12.0% | +12.4% | -24.4% | -79.2% |
| 3M | +3.1% | +13.1% | -10.0% | -80.3% |
| 6M | +457.1% | +25.1% | +432.1% | -33.7% |
| YTD | +457.1% | +25.1% | +432.1% | -33.7% |
| 1Y | +457.1% | +25.1% | +432.1% | -33.7% |
| All | +506.1% | +27.8% | +478.3% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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