+489.2%
SPCX vs XYZ
+42.8%
+446.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -5.3% |
| 7D | +3.6% | -1.1% | +4.7% | +4.6% |
| 30D | -8.6% | +11.5% | -20.1% | -30.8% |
| 3M | -1.5% | +1.8% | -3.3% | -15.3% |
| 6M | +532.9% | +39.4% | +493.5% | +257.4% |
| YTD | +538.6% | +29.9% | +508.6% | +260.5% |
| 1Y | +442.9% | +35.8% | +407.1% | +206.6% |
| All | +489.2% | +42.8% | +446.4% | +227.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 all: compounded portfolio wealth divided by compounded XYZ 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…
all analysis · Full analysis span regression · 6 months rolling