+2,137.4%
SMCI vs CLBK
+64.7%
+2,072.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.8% |
| 7D | +5.2% | -1.5% | +6.7% | +5.9% |
| 30D | +23.7% | +6.7% | +17.1% | +20.9% |
| 3M | -4.2% | +21.2% | -25.4% | -11.8% |
| 6M | +21.7% | +42.0% | -20.2% | +5.3% |
| YTD | +33.0% | +63.3% | -30.3% | +9.0% |
| 1Y | -9.3% | +65.4% | -74.7% | -26.5% |
| 3Y | +38.7% | +52.5% | -13.8% | +10.6% |
| 5Y | +967.2% | +42.0% | +925.2% | +719.6% |
| All | +2,137.4% | +64.7% | +2,072.6% | +1,602.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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