+452.5%
SPCX vs SWKS
+21.0%
+431.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +5.0% | -0.1% |
| 7D | +4.2% | -2.7% | +6.9% | +27.1% |
| 30D | -12.6% | +8.5% | -21.1% | -62.1% |
| 3M | +6.7% | +17.3% | -10.6% | -100.3% |
| 6M | +546.4% | +49.3% | +497.1% | -100.0% |
| YTD | +552.1% | +33.3% | +518.8% | -100.0% |
| All | +452.5% | +21.0% | +431.5% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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