+456.5%
SPCX vs IVV
+11.6%
+445.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +10.1% |
| 7D | +1.3% | -0.6% | +1.9% | -50.4% |
| 30D | -12.0% | -3.7% | -8.3% | -19.2% |
| 3M | +3.1% | -2.7% | +5.9% | -63.2% |
| 6M | +551.0% | +14.5% | +536.5% | -95.6% |
| YTD | +556.8% | +10.9% | +545.9% | -95.6% |
| All | +456.5% | +11.6% | +445.0% | -96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 1y: compounded portfolio wealth divided by compounded IVV 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…
1y analysis · Full analysis span regression · 6 months rolling