+921.6%
SMCI vs CCL
-2.4%
+924.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.6% |
| 7D | -1.3% | -4.3% | +3.0% | +0.5% |
| 30D | +18.3% | -19.0% | +37.3% | +28.6% |
| 3M | +27.7% | -13.1% | +40.8% | +34.2% |
| 6M | +17.6% | -13.3% | +30.9% | +25.2% |
| YTD | +27.7% | -25.2% | +52.9% | +42.8% |
| 1Y | -14.9% | -27.2% | +12.3% | -4.6% |
| 3Y | +33.2% | +49.2% | -16.0% | +12.0% |
| 5Y | +921.6% | +0.4% | +921.2% | +835.8% |
| All | +921.6% | -2.4% | +924.0% | +835.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling