+4,419.4%
SMCI vs CL
+318.7%
+4,100.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.0% | +5.2% |
| 7D | +6.8% | -2.2% | +9.0% | +7.8% |
| 30D | +30.6% | -4.8% | +35.4% | +33.4% |
| 3M | -15.6% | +4.9% | -20.5% | -19.3% |
| 6M | +21.3% | -5.7% | +27.0% | +22.3% |
| YTD | +35.3% | +14.4% | +20.9% | +22.6% |
| 1Y | -2.7% | +8.7% | -11.5% | -10.3% |
| 3Y | +40.3% | +30.0% | +10.3% | +8.8% |
| 5Y | +941.8% | +28.4% | +913.5% | +695.9% |
| 10Y | +1,687.4% | +50.1% | +1,637.3% | +1,087.9% |
| All | +4,419.4% | +318.7% | +4,100.7% | +1,418.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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