-2.7%
SMCI vs CLX
-20.9%
+18.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +4.2% |
| 7D | +6.8% | -9.2% | +16.0% | +4.4% |
| 30D | +30.6% | -11.0% | +41.6% | +27.1% |
| 3M | -15.6% | +5.0% | -20.6% | -15.7% |
| 6M | +21.3% | -18.8% | +40.1% | +16.4% |
| YTD | +35.3% | -4.4% | +39.7% | +36.2% |
| 1Y | -2.7% | -21.9% | +19.1% | -10.6% |
| All | -2.7% | -20.9% | +18.1% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 1y: compounded portfolio wealth divided by compounded CLX 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…
1y analysis · Full analysis span regression · 6 months rolling