+468.7%
SPCX vs U
+267.0%
+201.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.5% | +3.1% | +1.5% |
| 7D | -0.3% | +36.6% | -36.9% | -37.8% |
| 30D | -19.9% | +13.3% | -33.2% | -37.3% |
| 3M | +16.8% | +26.2% | -9.3% | -23.5% |
| 6M | +510.9% | +134.2% | +376.7% | +104.5% |
| YTD | +516.3% | +16.6% | +499.8% | +105.5% |
| 1Y | +421.3% | +29.0% | +392.3% | +74.0% |
| All | +468.7% | +267.0% | +201.7% | +97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling