-8.8%
SMCI vs CNC
+84.7%
-93.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +7.1% |
| 7D | +1.3% | -0.9% | +2.2% | +1.4% |
| 30D | +6.6% | -1.0% | +7.6% | +6.7% |
| 3M | +25.4% | +4.5% | +20.9% | +24.7% |
| 6M | +26.1% | +85.2% | -59.1% | +24.3% |
| YTD | +37.0% | +61.4% | -24.4% | +33.5% |
| 1Y | -8.8% | +94.9% | -103.7% | -6.8% |
| All | -8.8% | +84.7% | -93.4% | -6.8% |
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