+492.7%
SPCX vs XYL
-24.5%
+517.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.3% | -4.5% |
| 7D | +13.2% | -6.0% | +19.2% | -12.7% |
| 30D | -10.6% | -8.3% | -2.3% | -54.5% |
| 3M | -4.2% | -22.6% | +18.3% | -82.8% |
| 6M | +536.7% | -23.5% | +560.2% | +55.9% |
| YTD | +542.4% | -30.2% | +572.5% | +57.3% |
| 1Y | +446.0% | -36.4% | +482.4% | +33.4% |
| All | +492.7% | -24.5% | +517.2% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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