+501.7%
SPCX vs REPL
+136.3%
+365.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.0% | +2.8% | +5.7% |
| 7D | +4.2% | +14.2% | -10.0% | +3.8% |
| 30D | -12.6% | +65.9% | -78.5% | -14.0% |
| 3M | +6.7% | +84.6% | -77.8% | +4.6% |
| 6M | +546.4% | +160.7% | +385.7% | +521.5% |
| YTD | +552.1% | +129.0% | +423.1% | +527.0% |
| 1Y | +453.2% | +167.9% | +285.3% | +431.9% |
| All | +501.7% | +136.3% | +365.4% | +476.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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