+501.7%
SPCX vs Z
-36.5%
+538.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.8% | +2.0% | +21.9% |
| 7D | +4.2% | -5.2% | +9.3% | -36.2% |
| 30D | -12.6% | +5.7% | -18.3% | -25.0% |
| 3M | +6.7% | -8.7% | +15.5% | -68.2% |
| 6M | +451.2% | -58.0% | +509.2% | -36.9% |
| YTD | +451.2% | -58.0% | +509.2% | -36.9% |
| 1Y | +451.2% | -58.0% | +509.2% | -36.9% |
| All | +501.7% | -36.5% | +538.3% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 3y: compounded portfolio wealth divided by compounded Z 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…
3y analysis · Full analysis span regression · 6 months rolling