-8.8%
SMCI vs CEG
-10.5%
+1.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.6% |
| 7D | +1.3% | -4.8% | +6.0% | +4.6% |
| 30D | +6.6% | +2.3% | +4.3% | +5.0% |
| 3M | +25.4% | +15.6% | +9.8% | +15.2% |
| 6M | +26.1% | -5.0% | +31.1% | +32.6% |
| YTD | +37.0% | -19.0% | +56.0% | +50.5% |
| 1Y | -8.8% | -10.0% | +1.2% | -5.2% |
| All | -8.8% | -10.5% | +1.8% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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