-8.8%
SMCI vs CLX
-25.9%
+17.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.0% |
| 7D | +1.3% | -5.7% | +7.0% | -0.1% |
| 30D | +6.6% | -17.0% | +23.6% | +2.2% |
| 3M | +25.4% | -9.7% | +35.1% | +23.5% |
| 6M | +26.1% | -19.8% | +46.0% | +20.6% |
| YTD | +37.0% | -9.8% | +46.8% | +36.0% |
| 1Y | -8.8% | -26.2% | +17.4% | -17.7% |
| All | -8.8% | -25.9% | +17.1% | -17.7% |
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