+501.7%
SPCX vs W
+191.5%
+310.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.6% | +1.2% | +11.3% |
| 7D | +4.2% | +3.3% | +0.9% | +7.4% |
| 30D | -12.6% | +10.5% | -23.1% | -2.3% |
| 3M | +6.7% | +9.6% | -2.9% | +16.1% |
| 6M | +451.2% | +15.9% | +435.3% | +693.5% |
| YTD | +451.2% | +15.9% | +435.3% | +693.5% |
| 1Y | +451.2% | +15.9% | +435.3% | +693.5% |
| All | +501.7% | +191.5% | +310.2% | +752.6% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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