+491.9%
SPCX vs ONTO
+26.1%
+465.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +8.9% | -11.2% | -23.6% |
| 7D | +2.8% | +16.4% | -13.5% | -40.3% |
| 30D | -14.5% | -21.4% | +7.0% | +14.4% |
| 3M | +4.8% | -32.7% | +37.6% | +59.0% |
| 6M | +535.8% | -2.8% | +538.6% | +219.0% |
| YTD | +541.5% | +36.2% | +505.3% | +220.7% |
| 1Y | +443.5% | +61.2% | +382.4% | +171.4% |
| All | +491.9% | +26.1% | +465.8% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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