+501.7%
SPCX vs HD
+9.4%
+492.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.9% | +2.9% | +3.8% |
| 7D | +4.2% | +3.6% | +0.6% | +1.3% |
| 30D | -12.6% | +21.6% | -34.2% | -26.1% |
| 3M | +6.7% | +0.1% | +6.6% | +6.9% |
| 6M | +546.4% | +9.8% | +536.6% | +501.9% |
| YTD | +552.1% | +4.9% | +547.2% | +506.6% |
| 1Y | +453.2% | -2.1% | +455.2% | +413.3% |
| All | +501.7% | +9.4% | +492.4% | +439.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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