+4,419.4%
SMCI vs COO
+476.5%
+3,942.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.0% | +5.2% |
| 7D | +6.8% | -2.2% | +9.0% | +7.7% |
| 30D | +30.6% | -7.0% | +37.6% | +34.3% |
| 3M | -15.6% | +12.2% | -27.8% | -21.0% |
| 6M | +21.3% | -15.1% | +36.4% | +28.1% |
| YTD | +35.3% | -15.1% | +50.4% | +43.1% |
| 1Y | -2.7% | +2.3% | -5.1% | -5.6% |
| 3Y | +40.3% | -23.7% | +64.0% | +48.9% |
| 5Y | +941.8% | -38.9% | +980.8% | +1,104.2% |
| 10Y | +1,687.4% | +49.9% | +1,637.4% | +1,279.9% |
| All | +4,419.4% | +476.5% | +3,942.9% | +1,701.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling