+491.9%
SPCX vs NDAQ
+68.4%
+423.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.1% |
| 7D | +2.8% | 0.0% | +2.8% | +3.0% |
| 30D | -14.5% | +16.3% | -30.8% | -24.5% |
| 3M | +4.8% | +15.8% | -11.0% | -7.4% |
| 6M | +535.8% | +25.6% | +510.2% | +426.3% |
| YTD | +541.5% | +14.1% | +527.4% | +431.8% |
| 1Y | +443.5% | +26.5% | +417.0% | +350.2% |
| All | +491.9% | +68.4% | +423.5% | +341.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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