+4,344.1%
SMCI vs CAG
+58.0%
+4,286.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.1% |
| 7D | +5.2% | -6.6% | +11.8% | +6.6% |
| 30D | +23.7% | +2.3% | +21.4% | +22.9% |
| 3M | -4.2% | +16.3% | -20.5% | -8.2% |
| 6M | +21.7% | -16.0% | +37.8% | +25.6% |
| YTD | +33.0% | -7.7% | +40.7% | +33.7% |
| 1Y | -9.3% | -16.0% | +6.7% | -7.0% |
| 3Y | +38.7% | -37.7% | +76.4% | +46.3% |
| 5Y | +967.2% | -41.2% | +1,008.4% | +1,021.2% |
| 10Y | +1,745.9% | -33.8% | +1,779.7% | +1,580.5% |
| All | +4,344.1% | +58.0% | +4,286.1% | +1,854.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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