+3,458.1%
SMCI vs CHTR
+316.5%
+3,141.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.7% | +3.6% | +6.3% |
| 7D | +1.3% | -4.1% | +5.4% | +2.3% |
| 30D | +6.6% | -3.0% | +9.6% | +7.0% |
| 3M | +25.4% | +4.8% | +20.7% | +21.2% |
| 6M | +26.1% | -35.0% | +61.2% | +36.2% |
| YTD | +37.0% | -30.2% | +67.2% | +43.6% |
| 1Y | -8.8% | -44.8% | +36.0% | +3.2% |
| 3Y | +44.6% | -66.6% | +111.2% | +80.6% |
| 5Y | +995.9% | -81.5% | +1,077.4% | +1,613.0% |
| 10Y | +1,801.4% | -44.8% | +1,846.2% | +1,693.3% |
| All | +3,458.1% | +316.5% | +3,141.6% | +969.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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