+492.7%
SPCX vs WDC
+618.4%
-125.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +2.4% |
| 7D | +13.2% | +16.3% | -3.1% | -40.3% |
| 30D | -10.6% | -18.3% | +7.7% | +4.4% |
| 3M | -4.2% | -31.4% | +27.2% | +22.6% |
| 6M | +536.7% | +2.4% | +534.3% | +43.7% |
| YTD | +542.4% | +80.8% | +461.5% | +44.8% |
| 1Y | +446.0% | +87.7% | +358.3% | +23.1% |
| All | +492.7% | +618.4% | -125.7% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 10y: compounded portfolio wealth divided by compounded WDC 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…
10y analysis · Full analysis span regression · 6 months rolling