+506.1%
SPCX vs FN
+75.6%
+430.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.8% | +5.5% | +11.1% |
| 7D | +1.3% | -4.1% | +5.3% | -1.0% |
| 30D | -12.0% | -28.3% | +16.3% | +40.0% |
| 3M | +3.1% | -33.9% | +37.0% | +46.3% |
| 6M | +457.1% | -22.4% | +479.5% | +497.9% |
| YTD | +457.1% | -22.4% | +479.5% | +497.9% |
| 1Y | +457.1% | -22.4% | +479.5% | +497.9% |
| All | +506.1% | +75.6% | +430.5% | +538.1% |
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