+491.9%
SPCX vs WEC
+43.9%
+448.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -1.4% |
| 7D | +2.8% | -0.5% | +3.4% | +1.7% |
| 30D | -14.5% | +12.0% | -26.5% | +12.8% |
| 3M | +4.8% | +11.1% | -6.2% | +33.2% |
| 6M | +535.8% | +2.4% | +533.4% | +569.3% |
| YTD | +541.5% | +14.3% | +527.2% | +573.1% |
| 1Y | +443.5% | +8.0% | +435.6% | +470.5% |
| All | +491.9% | +43.9% | +448.0% | +506.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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