+980.0%
SMCI vs CLX
-38.5%
+1,018.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.2% |
| 7D | +1.3% | -5.7% | +7.0% | +0.8% |
| 30D | +6.6% | -17.0% | +23.6% | +4.9% |
| 3M | +25.4% | -9.7% | +35.1% | +24.6% |
| 6M | +26.1% | -19.8% | +46.0% | +24.4% |
| YTD | +37.0% | -9.8% | +46.8% | +36.0% |
| 1Y | -8.8% | -26.2% | +17.4% | -10.2% |
| 3Y | +44.6% | -36.2% | +80.8% | +40.8% |
| All | +980.0% | -38.5% | +1,018.5% | +918.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling