+44.6%
SMCI vs CCL
+48.6%
-4.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.0% | +6.6% |
| 7D | +1.3% | -3.2% | +4.5% | +3.1% |
| 30D | +6.6% | -17.8% | +24.4% | +18.3% |
| 3M | +25.4% | -18.7% | +44.1% | +38.7% |
| 6M | +26.1% | -11.4% | +37.5% | +35.1% |
| YTD | +37.0% | -24.3% | +61.3% | +56.9% |
| 1Y | -8.8% | -28.8% | +20.0% | +6.8% |
| 3Y | +44.6% | +49.3% | -4.7% | +6.3% |
| All | +44.6% | +48.6% | -4.0% | +6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling