+492.7%
SPCX vs SPXU
-69.1%
+561.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -0.9% | +3.7% |
| 7D | +13.2% | -9.4% | +22.6% | -20.3% |
| 30D | -10.6% | +7.4% | -18.0% | +8.1% |
| 3M | -4.2% | +6.2% | -10.4% | +8.1% |
| 6M | +536.7% | -33.9% | +570.5% | +286.8% |
| YTD | +542.4% | -26.8% | +569.1% | +290.1% |
| 1Y | +446.0% | -26.3% | +472.3% | +231.5% |
| All | +492.7% | -69.1% | +561.8% | +252.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling