+501.7%
SPCX vs PFE
+15.7%
+486.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.5% | +6.4% | +4.6% |
| 7D | +4.2% | -4.7% | +8.9% | -6.7% |
| 30D | -12.6% | +3.4% | -16.0% | -5.2% |
| 3M | +6.7% | +9.2% | -2.5% | +31.7% |
| 6M | +546.4% | +8.6% | +537.7% | +727.7% |
| YTD | +552.1% | +23.4% | +528.7% | +730.0% |
| 1Y | +453.2% | +25.8% | +427.3% | +606.3% |
| All | +501.7% | +15.7% | +486.0% | +680.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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