-37.6%
SMCI vs CCEP
+36.9%
-74.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.8% | -9.5% | -4.5% |
| 7D | -17.3% | +4.2% | -21.6% | -16.2% |
| 30D | -31.5% | +14.2% | -45.6% | -29.7% |
| 3M | -6.6% | +9.1% | -15.7% | -4.4% |
| 6M | +6.0% | +26.9% | -20.8% | +1.8% |
| YTD | +1.1% | +29.1% | -28.0% | +2.3% |
| 1Y | -37.6% | +36.8% | -74.3% | -36.1% |
| All | -37.6% | +36.9% | -74.5% | -36.1% |
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