+4,495.9%
SMCI vs COO
+460.7%
+4,035.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.8% |
| 7D | +9.7% | -2.3% | +12.0% | +10.7% |
| 30D | +29.3% | -8.8% | +38.1% | +34.0% |
| 3M | -8.5% | +1.3% | -9.8% | -10.0% |
| 6M | +28.6% | -11.6% | +40.2% | +33.4% |
| YTD | +37.5% | -17.4% | +55.0% | +47.1% |
| 1Y | +0.5% | -1.6% | +2.1% | -0.8% |
| 3Y | +43.4% | -22.6% | +66.1% | +51.2% |
| 5Y | +1,008.2% | -40.3% | +1,048.5% | +1,192.7% |
| 10Y | +1,776.0% | +45.2% | +1,730.9% | +1,367.2% |
| All | +4,495.9% | +460.7% | +4,035.2% | +1,752.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded COO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling