+468.7%
SPCX vs QLD
+78.5%
+390.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.5% | +6.1% | -4.1% |
| 7D | -0.3% | -10.3% | +9.9% | +44.1% |
| 30D | -19.9% | -26.1% | +6.2% | +166.1% |
| 3M | +16.8% | -17.8% | +34.6% | +89.0% |
| 6M | +510.9% | +17.1% | +493.8% | +321.0% |
| YTD | +516.3% | +5.4% | +511.0% | +324.5% |
| 1Y | +421.3% | +5.2% | +416.0% | +259.0% |
| All | +468.7% | +78.5% | +390.2% | +284.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling