-8.8%
SMCI vs CCL
-26.6%
+17.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.0% | +6.6% |
| 7D | +1.3% | -3.2% | +4.5% | +3.2% |
| 30D | +6.6% | -17.8% | +24.4% | +18.7% |
| 3M | +25.4% | -18.7% | +44.1% | +39.3% |
| 6M | +26.1% | -11.4% | +37.5% | +34.3% |
| YTD | +37.0% | -24.3% | +61.3% | +53.3% |
| 1Y | -8.8% | -28.8% | +20.0% | +4.6% |
| All | -8.8% | -26.6% | +17.9% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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