+34.8%
SMCI vs CCJ
+164.6%
-129.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -2.3% |
| 7D | -1.3% | -3.2% | +1.9% | +0.6% |
| 30D | +18.3% | -1.3% | +19.6% | +19.1% |
| 3M | +27.7% | +2.5% | +25.2% | +26.4% |
| 6M | +17.6% | -18.9% | +36.5% | +34.8% |
| YTD | +27.7% | +6.5% | +21.2% | +26.8% |
| 1Y | -14.9% | +22.8% | -37.7% | -23.5% |
| All | +34.8% | +164.6% | -129.8% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling