+855.2%
SMCI vs CEG
+717.5%
+137.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +9.7% | +6.7% | +3.0% | +5.8% |
| 30D | +29.3% | +11.0% | +18.4% | +22.1% |
| 3M | -8.5% | +19.5% | -28.0% | -15.9% |
| 6M | +28.6% | -5.9% | +34.4% | +35.8% |
| YTD | +37.5% | -15.0% | +52.5% | +50.3% |
| 1Y | +0.5% | +0.6% | -0.1% | -0.5% |
| 3Y | +43.4% | +180.6% | -137.2% | -11.2% |
| All | +855.2% | +717.5% | +137.6% | +346.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling