+980.0%
SMCI vs CNC
+10.7%
+969.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +7.2% |
| 7D | +1.3% | -0.9% | +2.2% | +1.3% |
| 30D | +6.6% | -1.0% | +7.6% | +6.7% |
| 3M | +25.4% | +4.5% | +20.9% | +25.0% |
| 6M | +26.1% | +85.2% | -59.1% | +22.0% |
| YTD | +37.0% | +61.4% | -24.4% | +33.0% |
| 1Y | -8.8% | +94.9% | -103.7% | -12.6% |
| 3Y | +44.6% | 0.0% | +44.6% | +41.5% |
| All | +980.0% | +10.7% | +969.3% | +899.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling