+489.2%
SPCX vs EXEL
+159.7%
+329.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | +3.9% |
| 7D | +3.6% | -0.8% | +4.4% | +6.1% |
| 30D | -8.6% | +13.1% | -21.7% | -47.4% |
| 3M | -1.5% | +36.3% | -37.9% | -75.4% |
| 6M | +532.9% | +56.9% | +476.0% | +40.3% |
| YTD | +538.6% | +57.4% | +481.1% | +41.5% |
| 1Y | +442.9% | +62.9% | +379.9% | +20.3% |
| All | +489.2% | +159.7% | +329.5% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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