-96.1%
SPCB price history and return analytics
+57.0%
-153.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.3% | -7.1% | -7.1% |
| 7D | -26.2% | +2.4% | -28.5% | -27.6% |
| 30D | -31.1% | -1.5% | -29.6% | -29.8% |
| 3M | -44.9% | -4.1% | -40.8% | -42.6% |
| 6M | -45.5% | +0.6% | -46.0% | -45.4% |
| YTD | -31.8% | +11.0% | -42.9% | -36.6% |
| 1Y | -38.2% | +13.3% | -51.5% | -43.3% |
| 3Y | -16.6% | +73.4% | -90.0% | -47.5% |
| All | -96.1% | +57.0% | -153.1% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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