+501.7%
SPCX vs MLM
-0.5%
+502.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.5% | +3.3% | +9.5% |
| 7D | +4.2% | -3.8% | +8.0% | -2.5% |
| 30D | -12.6% | +11.0% | -23.6% | +2.8% |
| 3M | +6.7% | -3.1% | +9.8% | +0.2% |
| 6M | +546.4% | -11.0% | +557.4% | +428.5% |
| YTD | +552.1% | -14.4% | +566.5% | +432.9% |
| 1Y | +453.2% | -12.6% | +465.7% | +352.5% |
| All | +501.7% | -0.5% | +502.2% | +394.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling