+1,770.3%
SMCI vs CCJ
+1,065.5%
+704.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.0% | +7.5% |
| 7D | +1.3% | -4.0% | +5.3% | +2.7% |
| 30D | +6.6% | -2.4% | +9.0% | +7.4% |
| 3M | +25.4% | -2.3% | +27.7% | +26.8% |
| 6M | +26.1% | -16.2% | +42.4% | +36.4% |
| YTD | +37.0% | +5.7% | +31.3% | +37.8% |
| 1Y | -8.8% | +21.3% | -30.0% | -12.8% |
| 3Y | +44.6% | +159.4% | -114.8% | +12.8% |
| 5Y | +995.9% | +300.7% | +695.3% | +658.0% |
| All | +1,770.3% | +1,065.5% | +704.8% | +936.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling