+501.7%
SPCX vs PM
+82.1%
+419.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.4% | +8.2% | +22.6% |
| 7D | +4.2% | -7.3% | +11.5% | +63.4% |
| 30D | -12.6% | -4.0% | -8.6% | -11.5% |
| 3M | +6.7% | +2.7% | +4.0% | -53.8% |
| 6M | +453.2% | +30.4% | +422.8% | -32.2% |
| YTD | +453.2% | +30.4% | +422.8% | -32.2% |
| 1Y | +453.2% | +30.4% | +422.8% | -32.2% |
| All | +501.7% | +82.1% | +419.6% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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