+489.2%
SPCX vs PL
+570.4%
-81.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.8% |
| 7D | +3.6% | +10.0% | -6.4% | +6.8% |
| 30D | -8.6% | -2.3% | -6.3% | -10.2% |
| 3M | -1.5% | -44.2% | +42.7% | -21.4% |
| 6M | +532.9% | -60.6% | +593.5% | +353.1% |
| YTD | +538.6% | -30.0% | +568.5% | +354.7% |
| 1Y | +442.9% | +21.0% | +421.8% | +285.0% |
| All | +489.2% | +570.4% | -81.2% | +309.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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