+501.7%
SPCX vs QLD
+90.7%
+411.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.8% | -1.0% | -27.8% |
| 7D | +4.2% | -1.4% | +5.6% | -9.9% |
| 30D | -12.6% | -19.6% | +7.0% | +81.1% |
| 3M | +6.7% | -14.1% | +20.9% | +31.7% |
| 6M | +546.4% | +25.1% | +521.3% | +203.8% |
| YTD | +552.1% | +12.5% | +539.6% | +206.3% |
| 1Y | +453.2% | +13.1% | +440.0% | +159.9% |
| All | +501.7% | +90.7% | +411.1% | +177.6% |
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