+501.7%
SPCX vs TLT
-5.2%
+507.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.8% |
| 7D | +4.2% | +0.3% | +3.9% | +4.4% |
| 30D | -12.6% | +5.1% | -17.7% | -10.0% |
| 3M | +6.7% | -0.2% | +6.9% | +7.4% |
| 6M | +546.4% | -3.2% | +549.6% | +538.2% |
| YTD | +552.1% | -2.7% | +554.8% | +544.2% |
| 1Y | +453.2% | -4.6% | +457.8% | +446.2% |
| All | +501.7% | -5.2% | +507.0% | +500.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 5y: compounded portfolio wealth divided by compounded TLT 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…
5y analysis · Full analysis span regression · 6 months rolling