+501.7%
SPCX vs V
+66.3%
+435.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +5.9% | +6.3% |
| 7D | +4.2% | -0.8% | +5.0% | +4.9% |
| 30D | -12.6% | +9.5% | -22.1% | -44.3% |
| 3M | +6.7% | +16.7% | -9.9% | -52.6% |
| 6M | +546.4% | +39.7% | +506.6% | +42.9% |
| YTD | +552.1% | +21.1% | +531.0% | +43.6% |
| 1Y | +453.2% | +26.6% | +426.5% | +22.0% |
| All | +501.7% | +66.3% | +435.4% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 3y: compounded portfolio wealth divided by compounded V 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…
3y analysis · Full analysis span regression · 6 months rolling