+492.7%
SPCX vs HIG
+34.9%
+457.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | -0.5% |
| 7D | +13.2% | -0.1% | +13.3% | +12.7% |
| 30D | -10.6% | +4.4% | -15.0% | +3.1% |
| 3M | -4.2% | 0.0% | -4.3% | -7.1% |
| 6M | +536.7% | +1.3% | +535.4% | +643.6% |
| YTD | +542.4% | +0.7% | +541.7% | +650.1% |
| 1Y | +446.0% | +5.0% | +441.0% | +538.3% |
| All | +492.7% | +34.9% | +457.8% | +619.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 all: compounded portfolio wealth divided by compounded HIG 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…
all analysis · Full analysis span regression · 6 months rolling