+501.7%
SPCX vs PTC
+15.9%
+485.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.4% | +5.4% | +7.3% |
| 7D | +4.2% | +0.8% | +3.4% | +7.0% |
| 30D | -12.6% | +0.7% | -13.3% | -10.7% |
| 3M | +6.7% | +32.6% | -25.9% | +52.7% |
| 6M | +546.4% | +35.7% | +510.7% | +2,081.0% |
| YTD | +552.1% | +12.4% | +539.7% | +2,090.0% |
| 1Y | +453.2% | +11.2% | +442.0% | +1,757.1% |
| All | +501.7% | +15.9% | +485.9% | +1,924.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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