+4,495.9%
SMCI vs CLS
+5,318.2%
-822.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.6% | -3.9% | -0.8% |
| 7D | +9.7% | +12.8% | -3.1% | +3.5% |
| 30D | +29.3% | +3.8% | +25.5% | +26.9% |
| 3M | -8.5% | -14.6% | +6.1% | -2.7% |
| 6M | +28.6% | +32.2% | -3.7% | +12.9% |
| YTD | +37.5% | +11.6% | +25.9% | +26.7% |
| 1Y | +0.5% | +35.1% | -34.5% | -17.2% |
| 3Y | +43.4% | +1,312.5% | -1,269.1% | -56.4% |
| 5Y | +1,008.2% | +3,542.1% | -2,533.9% | +137.3% |
| 10Y | +1,776.0% | +2,944.0% | -1,168.0% | +282.9% |
| All | +4,495.9% | +5,318.2% | -822.3% | +548.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CLS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling