+4.1%
SPY vs SPCX
-1.4%
+5.5%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.3% |
| 7D | +0.1% | +4.6% | -4.4% | -0.2% |
| 30D | +0.1% | +36.6% | -36.6% | -1.9% |
| All | +4.1% | -1.4% | +5.5% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPCX.
Daily Out/Under-Performance
Portfolio return minus SPCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPCX 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 1y: compounded portfolio wealth divided by compounded SPCX 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…
1y analysis · Full analysis span regression · Available span rolling