+445.3%
SPCX vs PATH
-7.8%
+453.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.8% | 0.0% |
| 7D | +2.8% | -2.7% | +5.6% | -0.1% |
| 30D | -14.5% | -1.4% | -13.1% | -15.6% |
| 3M | +4.8% | -16.4% | +21.3% | -10.6% |
| 6M | +535.8% | +17.8% | +518.0% | +792.0% |
| YTD | +541.5% | -19.8% | +561.3% | +796.1% |
| All | +445.3% | -7.8% | +453.0% | +661.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 1y: compounded portfolio wealth divided by compounded PATH 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…
1y analysis · Full analysis span regression · 6 months rolling