+489.2%
SPCX vs EEM
+53.9%
+435.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | +2.9% |
| 7D | +3.6% | +2.7% | +0.9% | -26.8% |
| 30D | -8.6% | -5.4% | -3.2% | +19.6% |
| 3M | -1.5% | -8.6% | +7.1% | +29.1% |
| 6M | +532.9% | +7.2% | +525.7% | +134.3% |
| YTD | +538.6% | +11.9% | +526.6% | +136.1% |
| 1Y | +442.9% | +13.1% | +429.8% | +100.6% |
| All | +489.2% | +53.9% | +435.3% | +113.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 5y: compounded portfolio wealth divided by compounded EEM 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…
5y analysis · Full analysis span regression · 6 months rolling