-16.6%
SPCX vs INTU
+24.9%
-41.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -3.8% | +12.4% | +7.8% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | -19.9% | +15.4% | -35.3% | -19.0% |
| 3M | +16.8% | +6.6% | +10.3% | +16.4% |
| All | -16.6% | +24.9% | -41.4% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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 · Available span rolling