+468.7%
SPCX vs FIX
+234.7%
+234.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.4% | +3.2% | -9.9% |
| 7D | -0.3% | -17.5% | +17.1% | +51.5% |
| 30D | -19.9% | -41.6% | +21.7% | +222.2% |
| 3M | +16.8% | -40.6% | +57.4% | +234.5% |
| 6M | +421.0% | +3.2% | +417.7% | +401.6% |
| YTD | +421.0% | +3.2% | +417.7% | +401.6% |
| 1Y | +421.0% | +3.2% | +417.7% | +401.6% |
| All | +468.7% | +234.7% | +234.0% | +414.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling