+501.7%
SPCX vs FN
+84.3%
+417.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +11.9% | -6.1% | -20.2% |
| 7D | +4.2% | +16.3% | -12.1% | -39.1% |
| 30D | -12.6% | -24.7% | +12.1% | +26.0% |
| 3M | +6.7% | -34.9% | +41.7% | +59.8% |
| 6M | +453.2% | -18.5% | +471.7% | +438.0% |
| YTD | +453.2% | -18.5% | +471.7% | +438.0% |
| 1Y | +453.2% | -18.5% | +471.7% | +438.0% |
| All | +501.7% | +84.3% | +417.4% | +474.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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