+491.9%
SPCX vs RY
+99.4%
+392.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -9.5% |
| 7D | +2.8% | -3.0% | +5.8% | +42.9% |
| 30D | -14.5% | +6.3% | -20.7% | -72.7% |
| 3M | +4.8% | -2.6% | +7.4% | -30.3% |
| 6M | +535.8% | +26.2% | +509.7% | -42.8% |
| YTD | +541.5% | +21.7% | +519.8% | -42.3% |
| 1Y | +443.5% | +40.4% | +403.1% | -51.1% |
| All | +491.9% | +99.4% | +392.6% | -49.7% |
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