+26.1%
SMCI vs CDE
-9.3%
+35.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +6.5% |
| 7D | +1.3% | -3.1% | +4.4% | +3.4% |
| 30D | +6.6% | +9.5% | -2.8% | -1.1% |
| 3M | +25.4% | +25.5% | -0.1% | +1.3% |
| 6M | +26.1% | -7.9% | +34.0% | +26.2% |
| All | +26.1% | -9.3% | +35.5% | +26.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling