+452.5%
SPCX vs FIX
+14.0%
+438.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +9.4% | -3.6% | -39.6% |
| 7D | +4.2% | -7.2% | +11.4% | -17.0% |
| 30D | -12.6% | -35.1% | +22.5% | +194.7% |
| 3M | +6.7% | -34.3% | +41.0% | +41.6% |
| 6M | +546.4% | -22.3% | +568.7% | -23.7% |
| YTD | +552.1% | +19.5% | +532.7% | -23.9% |
| All | +452.5% | +14.0% | +438.4% | -35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling