+492.7%
SPCX vs HRB
-0.2%
+492.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +1.6% |
| 7D | +13.2% | -7.8% | +21.0% | +40.7% |
| 30D | -10.6% | +15.7% | -26.3% | -54.1% |
| 3M | -4.2% | -5.5% | +1.3% | -16.1% |
| 6M | +536.7% | +58.5% | +478.2% | -41.3% |
| YTD | +542.4% | +20.4% | +522.0% | -40.8% |
| 1Y | +446.0% | +15.2% | +430.8% | -49.7% |
| All | +492.7% | -0.2% | +492.9% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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