+501.7%
SPCX vs ED
+26.8%
+474.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +6.0% | +5.1% |
| 7D | +4.2% | -0.1% | +4.3% | +4.5% |
| 30D | -12.6% | +11.6% | -24.2% | +48.3% |
| 3M | +6.7% | +10.5% | -3.8% | +66.0% |
| 6M | +546.4% | +5.0% | +541.3% | +842.5% |
| YTD | +552.1% | +22.1% | +530.0% | +851.4% |
| 1Y | +453.2% | +24.2% | +429.0% | +707.2% |
| All | +501.7% | +26.8% | +474.9% | +783.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling