+491.9%
SPCX vs FIX
+282.1%
+209.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.0% | -7.4% | -19.3% |
| 7D | +2.8% | +6.4% | -3.6% | -27.7% |
| 30D | -14.5% | -29.1% | +14.6% | +65.4% |
| 3M | +4.8% | -31.1% | +36.0% | +69.6% |
| 6M | +443.4% | +19.5% | +424.0% | +203.5% |
| YTD | +443.4% | +19.5% | +424.0% | +203.5% |
| 1Y | +443.4% | +19.5% | +424.0% | +203.5% |
| All | +491.9% | +282.1% | +209.8% | +210.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling