+446.1%
SPCX vs SAN
+11.9%
+434.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +20.3% |
| 7D | +13.2% | +1.0% | +12.2% | -10.0% |
| 30D | -10.6% | -9.4% | -1.2% | +11.9% |
| 3M | -4.2% | -17.1% | +12.9% | +65.8% |
| 6M | +536.7% | +7.9% | +528.8% | -20.6% |
| YTD | +542.4% | +6.0% | +536.4% | -20.6% |
| All | +446.1% | +11.9% | +434.2% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1y: compounded portfolio wealth divided by compounded SAN 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…
1y analysis · Full analysis span regression · 6 months rolling