+921.6%
SMCI vs CNP
+66.3%
+855.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.3% | -3.8% |
| 7D | -1.3% | -2.2% | +0.9% | -1.0% |
| 30D | +18.3% | -2.1% | +20.3% | +18.6% |
| 3M | +27.7% | -7.9% | +35.6% | +29.0% |
| 6M | +17.6% | -8.3% | +25.9% | +18.9% |
| YTD | +27.7% | +3.8% | +23.9% | +26.9% |
| 1Y | -14.9% | +5.9% | -20.7% | -15.7% |
| 3Y | +33.2% | +49.3% | -16.1% | +22.3% |
| 5Y | +921.6% | +69.3% | +852.3% | +822.8% |
| All | +921.6% | +66.3% | +855.3% | +822.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling