+489.2%
SPCX vs IEF
+2.1%
+487.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -1.0% |
| 7D | +3.6% | -2.0% | +5.6% | -0.9% |
| 30D | -8.6% | +0.7% | -9.3% | -7.0% |
| 3M | -1.5% | -2.5% | +0.9% | -6.1% |
| 6M | +532.9% | -2.9% | +535.8% | +495.1% |
| YTD | +538.6% | -3.2% | +541.8% | +500.3% |
| 1Y | +442.9% | -3.0% | +445.9% | +410.6% |
| All | +489.2% | +2.1% | +487.1% | +457.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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