+4,344.1%
SMCI vs CCL
-28.4%
+4,372.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.5% |
| 7D | +5.2% | -4.4% | +9.6% | +6.9% |
| 30D | +23.7% | -18.2% | +41.9% | +32.8% |
| 3M | -4.2% | -17.7% | +13.5% | +2.9% |
| 6M | +21.7% | -13.0% | +34.7% | +28.7% |
| YTD | +33.0% | -24.5% | +57.5% | +46.9% |
| 1Y | -9.3% | -26.9% | +17.6% | +0.5% |
| 3Y | +38.7% | +50.8% | -12.0% | +17.4% |
| 5Y | +967.2% | -0.9% | +968.1% | +843.0% |
| 10Y | +1,745.9% | -41.7% | +1,787.6% | +1,435.3% |
| All | +4,344.1% | -28.4% | +4,372.4% | +2,581.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling