+492.7%
SPCX vs WM
+23.3%
+469.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | +7.5% |
| 7D | +13.2% | +1.2% | +12.0% | +19.7% |
| 30D | -10.6% | +15.2% | -25.8% | +72.0% |
| 3M | -4.2% | +8.3% | -12.6% | +27.1% |
| 6M | +536.7% | +5.3% | +531.3% | +779.4% |
| YTD | +542.4% | +12.5% | +529.8% | +786.1% |
| 1Y | +446.0% | +21.8% | +424.2% | +651.6% |
| All | +492.7% | +23.3% | +469.5% | +711.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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