+4,477.6%
SMCI vs CDE
-50.9%
+4,528.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +7.1% |
| 7D | +1.3% | -3.1% | +4.4% | +1.8% |
| 30D | +6.6% | +9.5% | -2.8% | +4.9% |
| 3M | +25.4% | +25.5% | -0.1% | +20.7% |
| 6M | +26.1% | -7.9% | +34.0% | +27.8% |
| YTD | +37.0% | +15.6% | +21.4% | +33.9% |
| 1Y | -8.8% | +34.0% | -42.8% | -13.2% |
| 3Y | +44.6% | +791.9% | -747.3% | +3.2% |
| 5Y | +995.9% | +197.7% | +798.2% | +749.8% |
| 10Y | +1,801.4% | +55.0% | +1,746.3% | +1,296.4% |
| All | +4,477.6% | -50.9% | +4,528.6% | +2,924.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling