+506.1%
SPCX vs VLO
+148.3%
+357.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +2.7% |
| 7D | +1.3% | -9.5% | +10.8% | +14.1% |
| 30D | -12.0% | -19.1% | +7.2% | +10.7% |
| 3M | +3.1% | +11.4% | -8.2% | -18.6% |
| 6M | +551.0% | +44.0% | +507.0% | +251.8% |
| YTD | +556.8% | +118.6% | +438.2% | +251.1% |
| 1Y | +456.4% | +99.9% | +356.6% | +197.9% |
| All | +506.1% | +148.3% | +357.8% | +226.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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