+4,477.6%
SMCI vs CNC
+1,162.1%
+3,315.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.9% |
| 7D | +1.3% | -0.9% | +2.2% | +1.5% |
| 30D | +6.6% | -1.0% | +7.6% | +6.8% |
| 3M | +25.4% | +4.5% | +20.9% | +23.9% |
| 6M | +26.1% | +85.2% | -59.1% | +8.0% |
| YTD | +37.0% | +61.4% | -24.4% | +19.8% |
| 1Y | -8.8% | +94.9% | -103.7% | -24.6% |
| 3Y | +44.6% | 0.0% | +44.6% | +31.6% |
| 5Y | +995.9% | +11.2% | +984.7% | +848.3% |
| 10Y | +1,801.4% | +98.7% | +1,702.7% | +1,183.9% |
| All | +4,477.6% | +1,162.1% | +3,315.5% | +1,409.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling