-2.7%
SMCI vs CCEP
+24.3%
-27.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.1% | +7.6% | +4.3% |
| 7D | +6.8% | -3.1% | +9.8% | +6.6% |
| 30D | +30.6% | -2.6% | +33.2% | +30.3% |
| 3M | -15.6% | +14.9% | -30.5% | -18.6% |
| 6M | +21.3% | +2.3% | +19.0% | +16.9% |
| YTD | +35.3% | +17.8% | +17.4% | +36.5% |
| 1Y | -2.7% | +24.2% | -26.9% | +4.1% |
| All | -2.7% | +24.3% | -27.0% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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