+442.9%
SPCX vs SPXU
-26.3%
+469.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | +10.1% |
| 7D | +3.6% | -7.6% | +11.2% | -63.2% |
| 30D | -8.6% | +5.3% | -13.9% | -46.3% |
| 3M | -1.5% | +9.6% | -11.2% | -52.0% |
| 6M | +532.9% | -33.1% | +565.9% | -93.8% |
| YTD | +538.6% | -25.9% | +564.4% | -93.7% |
| 1Y | +442.9% | -28.9% | +471.7% | -94.6% |
| All | +442.9% | -26.3% | +469.2% | -94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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