+492.7%
SPCX vs MUB
+3.9%
+488.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +15.1% |
| 7D | +13.2% | -0.8% | +14.0% | +29.4% |
| 30D | -10.6% | +2.4% | -13.0% | -48.7% |
| 3M | -4.2% | -1.1% | -3.1% | +9.0% |
| 6M | +536.7% | -0.5% | +537.1% | +672.1% |
| YTD | +542.4% | -0.3% | +542.7% | +679.3% |
| 1Y | +446.0% | 0.0% | +446.0% | +562.8% |
| All | +492.7% | +3.9% | +488.8% | +629.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 all: compounded portfolio wealth divided by compounded MUB 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…
all analysis · Full analysis span regression · 6 months rolling