+491.9%
SPCX vs GSK
+40.3%
+451.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -4.9% |
| 7D | +2.8% | -1.1% | +3.9% | -0.2% |
| 30D | -14.5% | +7.8% | -22.3% | +0.4% |
| 3M | +4.8% | +0.3% | +4.5% | +4.1% |
| 6M | +535.8% | -8.6% | +544.4% | +436.8% |
| YTD | +541.5% | +5.9% | +535.6% | +439.6% |
| 1Y | +443.5% | +8.2% | +435.3% | +357.1% |
| All | +491.9% | +40.3% | +451.6% | +395.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 5y: compounded portfolio wealth divided by compounded GSK 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…
5y analysis · Full analysis span regression · 6 months rolling