+491.9%
SPCX vs MLM
-1.8%
+493.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | -3.5% |
| 7D | +2.8% | -5.8% | +8.6% | -6.9% |
| 30D | -14.5% | +9.8% | -24.3% | -1.0% |
| 3M | +4.8% | -5.2% | +10.0% | -5.0% |
| 6M | +535.8% | -12.2% | +548.0% | +409.9% |
| YTD | +541.5% | -15.5% | +557.0% | +414.1% |
| 1Y | +443.5% | -15.0% | +458.6% | +335.7% |
| All | +491.9% | -1.8% | +493.7% | +377.0% |
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