+4,495.9%
SMCI vs CCJ
+216.8%
+4,279.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.3% |
| 7D | +9.7% | +5.9% | +3.7% | +7.5% |
| 30D | +29.3% | +4.7% | +24.6% | +27.2% |
| 3M | -8.5% | -3.3% | -5.2% | -6.3% |
| 6M | +28.6% | -7.0% | +35.6% | +35.2% |
| YTD | +37.5% | +11.5% | +26.1% | +35.2% |
| 1Y | +0.5% | +32.3% | -31.7% | -8.0% |
| 3Y | +43.4% | +176.8% | -133.4% | +2.5% |
| 5Y | +1,008.2% | +351.8% | +656.4% | +544.8% |
| 10Y | +1,776.0% | +1,080.5% | +695.5% | +576.6% |
| All | +4,495.9% | +216.8% | +4,279.1% | +1,754.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling