+501.7%
SPCX vs GEN
+26.8%
+474.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.6% |
| 7D | +4.2% | -0.3% | +4.5% | -0.8% |
| 30D | -12.6% | +28.2% | -40.8% | -96.9% |
| 3M | +6.7% | +2.6% | +4.1% | -94.1% |
| 6M | +546.4% | +55.4% | +491.0% | -96.7% |
| YTD | +552.1% | +11.3% | +540.9% | -96.7% |
| 1Y | +453.2% | +17.9% | +435.2% | -97.2% |
| All | +501.7% | +26.8% | +474.9% | -97.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling