+4,477.6%
SMCI vs CNI
+670.1%
+3,807.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.7% |
| 7D | +1.3% | -0.4% | +1.7% | +1.6% |
| 30D | +6.6% | -2.7% | +9.3% | +8.7% |
| 3M | +25.4% | +3.9% | +21.5% | +21.6% |
| 6M | +26.1% | +16.4% | +9.8% | +13.9% |
| YTD | +37.0% | +25.8% | +11.2% | +17.4% |
| 1Y | -8.8% | +32.4% | -41.2% | -24.8% |
| 3Y | +44.6% | +19.1% | +25.5% | +27.6% |
| 5Y | +995.9% | +13.6% | +982.4% | +894.8% |
| 10Y | +1,801.4% | +136.8% | +1,664.6% | +923.5% |
| All | +4,477.6% | +670.1% | +3,807.5% | +849.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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