+489.2%
SPCX vs EMR
+71.9%
+417.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.7% |
| 7D | +3.6% | +2.8% | +0.8% | -4.7% |
| 30D | -8.6% | +3.7% | -12.2% | -18.7% |
| 3M | -1.5% | +2.0% | -3.6% | -11.3% |
| 6M | +532.9% | +26.8% | +506.1% | +228.6% |
| YTD | +538.6% | +27.2% | +511.3% | +231.1% |
| 1Y | +442.9% | +32.0% | +410.8% | +181.8% |
| All | +489.2% | +71.9% | +417.3% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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