+491.9%
SPCX vs EXPE
+132.3%
+359.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -1.7% |
| 7D | +2.8% | -17.8% | +20.6% | -1.9% |
| 30D | -14.5% | -3.2% | -11.3% | -14.1% |
| 3M | +4.8% | -19.0% | +23.8% | +1.0% |
| 6M | +535.8% | +13.8% | +522.0% | +575.9% |
| YTD | +541.5% | -7.8% | +549.3% | +582.0% |
| 1Y | +443.5% | -1.4% | +444.9% | +478.0% |
| All | +491.9% | +132.3% | +359.6% | +526.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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