-2.7%
SMCI vs CDE
+54.5%
-57.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.4% | +5.4% |
| 7D | +6.8% | +0.5% | +6.2% | +6.4% |
| 30D | +30.6% | +21.9% | +8.7% | +18.0% |
| 3M | -15.6% | +14.9% | -30.5% | -22.0% |
| 6M | +21.3% | -10.5% | +31.8% | +19.5% |
| YTD | +35.3% | +19.3% | +16.0% | +22.5% |
| 1Y | -2.7% | +50.8% | -53.5% | -11.0% |
| All | -2.7% | +54.5% | -57.3% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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