+452.5%
SPCX vs SPGI
+1.8%
+450.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.7% | +5.1% | +7.6% |
| 7D | +4.2% | -0.9% | +5.0% | +1.7% |
| 30D | -12.6% | +15.5% | -28.1% | +25.9% |
| 3M | +6.7% | +15.7% | -8.9% | +53.5% |
| 6M | +546.4% | +15.2% | +531.1% | +832.0% |
| YTD | +552.1% | -4.1% | +556.2% | +843.5% |
| All | +452.5% | +1.8% | +450.7% | +693.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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