+489.2%
SPCX vs EFA
+45.1%
+444.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -1.8% |
| 7D | +3.6% | +2.2% | +1.4% | -14.6% |
| 30D | -8.6% | +1.4% | -10.0% | -24.4% |
| 3M | -1.5% | -4.2% | +2.6% | +22.8% |
| 6M | +532.9% | +7.4% | +525.5% | +344.9% |
| YTD | +538.6% | +10.2% | +528.4% | +349.0% |
| 1Y | +442.9% | +12.8% | +430.1% | +281.8% |
| All | +489.2% | +45.1% | +444.1% | +311.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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