+491.9%
SPCX vs MS
+116.0%
+375.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -4.0% | -13.2% |
| 7D | +2.8% | -1.7% | +4.6% | +7.3% |
| 30D | -14.5% | +0.9% | -15.4% | -37.2% |
| 3M | +4.8% | -10.8% | +15.7% | +53.3% |
| 6M | +535.8% | +16.4% | +519.4% | +279.4% |
| YTD | +541.5% | +9.8% | +531.7% | +282.8% |
| 1Y | +443.5% | +17.1% | +426.5% | +224.5% |
| All | +491.9% | +116.0% | +375.9% | +230.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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