+489.2%
SPCX vs MLM
-3.7%
+492.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -1.7% |
| 7D | +3.6% | -0.9% | +4.5% | +2.0% |
| 30D | -8.6% | +9.0% | -17.6% | +4.9% |
| 3M | -1.5% | -5.6% | +4.0% | -11.2% |
| 6M | +532.9% | -13.9% | +546.8% | +392.5% |
| YTD | +538.6% | -17.2% | +555.7% | +396.5% |
| 1Y | +442.9% | -14.2% | +457.1% | +322.9% |
| All | +489.2% | -3.7% | +492.9% | +360.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling