+489.2%
SPCX vs JAAA
+12.4%
+476.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -6.0% |
| 7D | +3.6% | +0.1% | +3.5% | -9.9% |
| 30D | -8.6% | +0.4% | -9.0% | -50.0% |
| 3M | -1.5% | +1.2% | -2.7% | -82.1% |
| 6M | +532.9% | +3.1% | +529.8% | -69.0% |
| YTD | +538.6% | +4.0% | +534.6% | -68.6% |
| 1Y | +442.9% | +4.8% | +438.0% | -73.2% |
| All | +489.2% | +12.4% | +476.8% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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 · 6 months rolling