+492.7%
SPCX vs RGEN
+2.1%
+490.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.7% | +5.5% |
| 7D | +13.2% | -1.2% | +14.4% | +15.1% |
| 30D | -10.6% | -5.1% | -5.5% | -5.2% |
| 3M | -4.2% | +0.5% | -4.7% | -14.2% |
| 6M | +536.7% | +42.4% | +494.3% | +229.3% |
| YTD | +542.4% | +1.6% | +540.7% | +232.3% |
| 1Y | +446.0% | +5.4% | +440.6% | +182.5% |
| All | +492.7% | +2.1% | +490.6% | +214.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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