+489.2%
SPCX vs HAL
+15.8%
+473.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -3.9% |
| 7D | +3.6% | +6.1% | -2.5% | -3.1% |
| 30D | -8.6% | +2.9% | -11.5% | -12.0% |
| 3M | -1.5% | +3.3% | -4.9% | -7.9% |
| 6M | +532.9% | -9.9% | +542.8% | +612.8% |
| YTD | +538.6% | +21.2% | +517.4% | +609.8% |
| 1Y | +442.9% | +27.5% | +415.3% | +503.0% |
| All | +489.2% | +15.8% | +473.4% | +566.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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