+14.2%
SPCX vs LITE
-38.2%
+52.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -18.7% | +9.6% | -3.2% |
| 7D | -14.1% | -44.6% | +30.5% | +1.4% |
| 30D | -28.1% | -55.0% | +26.9% | -10.4% |
| 3M | +14.2% | -38.3% | +52.5% | +27.4% |
| All | +14.2% | -38.2% | +52.4% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 3mo: compounded portfolio wealth divided by compounded LITE 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…
3mo analysis · Full analysis span regression · Available span rolling