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  • SPCX vs SW✓SelectedUSD · SWSPCX vs SW performance historyLatest closeAs of-9.05%11/05
Stock and ETF performance explorer

SPCX vs SW

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-23.2%
SW return
+3.7%
Excess return
-26.9%
Maximum drawdown
-48.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 6mo.

Portfolio and benchmark returns by period
PeriodPortfolioSWExcessAlpha
1D-9.0%-1.5%-7.5%-9.0%
7D-14.1%+4.7%-18.7%-14.1%
30D-28.1%+5.0%-33.1%-28.0%
3M+14.2%-7.3%+21.5%+14.4%
All-23.2%+3.7%-26.9%-22.1%

Cumulative growth

Daily Returns

Daily percentage return beside SW.

Daily Out/Under-Performance

Portfolio return minus SW return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SW 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 6mo: compounded portfolio wealth divided by compounded SW 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…

6mo analysis · Full analysis span regression · Available span rolling