+489.2%
SPCX vs OUST
+217.3%
+271.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.5% | +7.9% | +17.1% |
| 7D | +3.6% | -3.8% | +7.4% | +6.4% |
| 30D | -8.6% | +5.1% | -13.6% | -39.8% |
| 3M | -1.5% | -25.8% | +24.3% | +4.0% |
| 6M | +532.9% | +73.4% | +459.5% | -20.0% |
| YTD | +538.6% | +54.7% | +483.8% | -19.3% |
| 1Y | +442.9% | +48.8% | +394.1% | -31.4% |
| All | +489.2% | +217.3% | +271.9% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 OUST 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