-2.7%
SMCI vs CCJ
+31.2%
-33.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.1% | +4.4% | +4.5% |
| 7D | +6.8% | +0.7% | +6.0% | +6.2% |
| 30D | +30.6% | +6.9% | +23.7% | +25.1% |
| 3M | -15.6% | -11.6% | -3.9% | -9.0% |
| 6M | +21.3% | -16.2% | +37.5% | +32.4% |
| YTD | +35.3% | +10.1% | +25.1% | +36.5% |
| 1Y | -2.7% | +32.3% | -35.0% | -1.0% |
| All | -2.7% | +31.2% | -33.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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