+501.7%
SPCX vs USAR
-17.9%
+519.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.5% | -0.7% | +0.3% |
| 7D | +4.2% | -1.1% | +5.3% | +4.9% |
| 30D | -12.6% | -30.3% | +17.6% | +13.5% |
| 3M | +6.7% | -54.7% | +61.4% | +91.1% |
| 6M | +546.4% | -42.7% | +589.0% | +1,066.1% |
| YTD | +552.1% | -26.4% | +578.5% | +1,074.0% |
| 1Y | +453.2% | -49.5% | +502.7% | +897.1% |
| All | +501.7% | -17.9% | +519.6% | +929.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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