+501.7%
SPCX vs IBB
+58.8%
+442.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.8% | +3.0% | +3.6% |
| 7D | +4.2% | +2.7% | +1.5% | +2.3% |
| 30D | -12.6% | +6.3% | -18.9% | -16.6% |
| 3M | +6.7% | +11.1% | -4.3% | -2.2% |
| 6M | +546.4% | +30.1% | +516.3% | +425.6% |
| YTD | +552.1% | +30.2% | +521.9% | +430.3% |
| 1Y | +453.2% | +39.5% | +413.7% | +350.4% |
| All | +501.7% | +58.8% | +442.9% | +392.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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