+921.6%
SMCI vs CCEP
+105.7%
+815.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.6% |
| 7D | -1.3% | -5.7% | +4.5% | +1.0% |
| 30D | +18.3% | -3.4% | +21.7% | +19.8% |
| 3M | +27.7% | +5.5% | +22.2% | +23.2% |
| 6M | +17.6% | +2.2% | +15.4% | +15.2% |
| YTD | +27.7% | +14.6% | +13.1% | +18.5% |
| 1Y | -14.9% | +18.9% | -33.8% | -22.8% |
| 3Y | +33.2% | +82.6% | -49.4% | -7.3% |
| 5Y | +921.6% | +107.0% | +814.6% | +552.1% |
| All | +921.6% | +105.7% | +815.9% | +552.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling