+492.7%
SPCX vs IAU
+59.9%
+432.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | -13.1% |
| 7D | +13.2% | -5.5% | +18.7% | -15.4% |
| 30D | -10.6% | -7.0% | -3.6% | -42.6% |
| 3M | -4.2% | -12.3% | +8.0% | -60.0% |
| 6M | +536.7% | -16.9% | +553.6% | +162.3% |
| YTD | +542.4% | -10.3% | +552.7% | +164.2% |
| 1Y | +446.0% | -7.9% | +453.9% | +124.5% |
| All | +492.7% | +59.9% | +432.8% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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