+4,495.9%
SMCI vs CNP
+372.3%
+4,123.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.2% |
| 7D | +9.7% | +1.6% | +8.0% | +8.9% |
| 30D | +29.3% | -0.8% | +30.1% | +29.7% |
| 3M | -8.5% | -3.6% | -4.9% | -7.3% |
| 6M | +28.6% | -6.9% | +35.5% | +32.0% |
| YTD | +37.5% | +6.4% | +31.1% | +32.8% |
| 1Y | +0.5% | +9.9% | -9.4% | -4.7% |
| 3Y | +43.4% | +53.1% | -9.6% | +13.1% |
| 5Y | +1,008.2% | +72.0% | +936.2% | +705.6% |
| 10Y | +1,776.0% | +131.5% | +1,644.5% | +958.7% |
| All | +4,495.9% | +372.3% | +4,123.6% | +1,372.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling