+468.7%
SPCX vs U
+267.0%
+201.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.5% | +3.1% | +19.4% |
| 7D | -0.3% | +36.6% | -36.9% | +83.1% |
| 30D | -19.9% | +13.3% | -33.2% | -4.3% |
| 3M | +16.8% | +26.2% | -9.3% | +65.7% |
| 6M | +421.0% | +21.6% | +399.4% | +1,268.6% |
| YTD | +421.0% | +21.6% | +399.4% | +1,268.6% |
| 1Y | +421.0% | +21.6% | +399.4% | +1,268.6% |
| All | +468.7% | +267.0% | +201.7% | +1,452.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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