+1,770.3%
SMCI vs CNP
+137.0%
+1,633.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | 0.0% | +7.3% | +7.3% |
| 7D | +1.3% | -1.4% | +2.7% | +1.9% |
| 30D | +6.6% | -2.9% | +9.5% | +7.7% |
| 3M | +25.4% | -7.5% | +33.0% | +29.0% |
| 6M | +26.1% | -7.9% | +34.0% | +29.4% |
| YTD | +37.0% | +3.7% | +33.3% | +34.4% |
| 1Y | -8.8% | +4.6% | -13.4% | -11.0% |
| 3Y | +44.6% | +49.1% | -4.5% | +19.7% |
| 5Y | +995.9% | +69.2% | +926.7% | +739.7% |
| All | +1,770.3% | +137.0% | +1,633.3% | +972.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 10y: compounded portfolio wealth divided by compounded CNP 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…
10y analysis · Full analysis span regression · 6 months rolling