-16.7%
CCI vs SMTC
+154.8%
-171.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +9.2% | -11.1% | -1.6% |
| 7D | -0.4% | +12.7% | -13.2% | 0.0% |
| 30D | +2.7% | +22.0% | -19.3% | +3.4% |
| 3M | -18.2% | -12.7% | -5.5% | -17.5% |
| 6M | -14.8% | +64.8% | -79.6% | -16.4% |
| YTD | -12.6% | +100.7% | -113.3% | -14.7% |
| 1Y | -16.7% | +146.9% | -163.6% | -18.9% |
| All | -16.7% | +154.8% | -171.5% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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 · 6 months rolling