+489.2%
SPCX vs SYY
+9.0%
+480.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -4.8% |
| 7D | +3.6% | +0.3% | +3.3% | +2.2% |
| 30D | -8.6% | -4.8% | -3.8% | -4.6% |
| 3M | -1.5% | -7.1% | +5.5% | +5.3% |
| 6M | +532.9% | +6.7% | +526.2% | +338.6% |
| YTD | +538.6% | +7.7% | +530.9% | +342.3% |
| 1Y | +442.9% | +5.7% | +437.2% | +276.1% |
| All | +489.2% | +9.0% | +480.2% | +309.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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