+468.7%
SPCX vs RCL
+126.1%
+342.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.4% | +7.2% | +7.0% |
| 7D | -0.3% | +6.5% | -6.8% | -8.5% |
| 30D | -19.9% | +15.9% | -35.8% | -34.4% |
| 3M | +16.8% | +2.7% | +14.2% | +9.7% |
| 6M | +510.9% | +20.0% | +490.9% | +401.7% |
| YTD | +516.3% | +19.2% | +497.1% | +405.8% |
| 1Y | +421.3% | +31.6% | +389.7% | +327.8% |
| All | +468.7% | +126.1% | +342.6% | +358.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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