-37.6%
SMCI vs CNC
+122.0%
-159.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +12.6% | -18.3% | -6.2% |
| 7D | -17.3% | +13.4% | -30.7% | -17.8% |
| 30D | -31.5% | +18.2% | -49.7% | -32.0% |
| 3M | -6.6% | +18.6% | -25.2% | -7.4% |
| 6M | +6.0% | +41.9% | -35.9% | +4.9% |
| YTD | +1.1% | +84.7% | -83.6% | +0.2% |
| 1Y | -37.6% | +110.5% | -148.0% | -37.7% |
| All | -37.6% | +122.0% | -159.5% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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