+501.7%
SPCX vs FN
+84.3%
+417.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +11.9% | -6.1% | -2.9% |
| 7D | +4.2% | +16.3% | -12.1% | -8.6% |
| 30D | -12.6% | -24.7% | +12.1% | +5.0% |
| 3M | +6.7% | -34.9% | +41.7% | +37.1% |
| 6M | +546.4% | -34.0% | +580.3% | +738.2% |
| YTD | +552.1% | -19.6% | +571.8% | +743.1% |
| 1Y | +453.2% | -18.5% | +471.7% | +615.3% |
| All | +501.7% | +84.3% | +417.4% | +663.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling