+468.7%
SPCX vs RY
+97.0%
+371.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.3% | +9.9% | +25.1% |
| 7D | -0.3% | -0.9% | +0.6% | -9.3% |
| 30D | -19.9% | +5.9% | -25.7% | -73.3% |
| 3M | +16.8% | -4.3% | +21.1% | -2.2% |
| 6M | +510.9% | +24.7% | +486.2% | -35.9% |
| YTD | +516.3% | +20.3% | +496.1% | -35.3% |
| 1Y | +421.3% | +41.0% | +380.3% | -45.3% |
| All | +468.7% | +97.0% | +371.7% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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