+489.2%
SPCX vs IT
-59.1%
+548.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.1% |
| 7D | +3.6% | +1.1% | +2.5% | +4.4% |
| 30D | -8.6% | -1.8% | -6.7% | -8.1% |
| 3M | -1.5% | +4.8% | -6.4% | +4.8% |
| 6M | +532.9% | +23.3% | +509.6% | +682.2% |
| YTD | +538.6% | -23.8% | +562.4% | +688.8% |
| 1Y | +442.9% | -16.5% | +459.4% | +570.6% |
| All | +489.2% | -59.1% | +548.3% | +596.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 all: compounded portfolio wealth divided by compounded IT 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…
all analysis · Full analysis span regression · 6 months rolling