+506.1%
SPCX vs GEN
+27.7%
+478.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +1.5% |
| 7D | +1.3% | +1.0% | +0.2% | +2.7% |
| 30D | -12.0% | +29.1% | -41.1% | +20.2% |
| 3M | +3.1% | +2.9% | +0.2% | -1.7% |
| 6M | +457.1% | +18.8% | +438.4% | +611.0% |
| YTD | +457.1% | +18.8% | +438.4% | +611.0% |
| 1Y | +457.1% | +18.8% | +438.4% | +611.0% |
| All | +506.1% | +27.7% | +478.3% | +646.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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