+4,344.1%
SMCI vs CLX
+152.2%
+4,191.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.8% |
| 7D | +5.2% | -4.9% | +10.1% | +6.4% |
| 30D | +23.7% | -15.8% | +39.6% | +28.6% |
| 3M | -4.2% | -7.9% | +3.7% | -3.2% |
| 6M | +21.7% | -19.0% | +40.8% | +26.5% |
| YTD | +33.0% | -7.9% | +40.9% | +33.1% |
| 1Y | -9.3% | -25.4% | +16.1% | -4.1% |
| 3Y | +38.7% | -35.0% | +73.7% | +48.1% |
| 5Y | +967.2% | -36.8% | +1,003.9% | +1,016.2% |
| 10Y | +1,745.9% | -1.4% | +1,747.3% | +1,276.6% |
| All | +4,344.1% | +152.2% | +4,191.9% | +1,722.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling