-8.8%
SMCI vs CCJ
+22.0%
-30.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.0% | +7.7% |
| 7D | +1.3% | -4.0% | +5.3% | +3.9% |
| 30D | +6.6% | -2.4% | +9.0% | +8.0% |
| 3M | +25.4% | -2.3% | +27.7% | +27.0% |
| 6M | +26.1% | -16.2% | +42.4% | +40.1% |
| YTD | +37.0% | +5.7% | +31.3% | +41.9% |
| 1Y | -8.8% | +21.3% | -30.0% | -4.7% |
| All | -8.8% | +22.0% | -30.8% | -4.7% |
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