+980.0%
SMCI vs CIEN
+544.2%
+435.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.5% | +2.8% | +5.0% |
| 7D | +1.3% | +8.9% | -7.6% | -3.1% |
| 30D | +6.6% | -19.1% | +25.7% | +17.9% |
| 3M | +25.4% | -21.5% | +46.9% | +40.7% |
| 6M | +26.1% | +2.8% | +23.3% | +23.7% |
| YTD | +37.0% | +49.5% | -12.5% | +7.9% |
| 1Y | -8.8% | +163.8% | -172.6% | -48.2% |
| 3Y | +44.6% | +615.8% | -571.2% | -54.1% |
| All | +980.0% | +544.2% | +435.8% | +256.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 5y: compounded portfolio wealth divided by compounded CIEN 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…
5y analysis · Full analysis span regression · 6 months rolling