+501.7%
SPCX vs EW
+70.1%
+431.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.5% | +3.3% | -0.3% |
| 7D | +4.2% | +12.3% | -8.1% | -22.8% |
| 30D | -12.6% | +22.9% | -35.5% | -49.6% |
| 3M | +6.7% | +16.7% | -10.0% | -32.0% |
| 6M | +546.4% | +29.0% | +517.4% | +243.4% |
| YTD | +552.1% | +22.8% | +529.3% | +245.7% |
| 1Y | +453.2% | +25.6% | +427.6% | +193.8% |
| All | +501.7% | +70.1% | +431.6% | +219.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 all: compounded portfolio wealth divided by compounded EW 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…
all analysis · Full analysis span regression · 6 months rolling