+1,770.3%
SMCI vs COP
+345.8%
+1,424.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | +2.3% | -1.0% | +0.6% |
| 30D | +6.6% | +8.6% | -2.0% | +3.8% |
| 3M | +25.4% | +19.9% | +5.6% | +18.2% |
| 6M | +26.1% | +19.0% | +7.1% | +16.9% |
| YTD | +37.0% | +50.0% | -13.0% | +16.9% |
| 1Y | -8.8% | +50.5% | -59.3% | -22.5% |
| 3Y | +44.6% | +25.2% | +19.4% | +27.0% |
| 5Y | +995.9% | +194.3% | +801.7% | +582.3% |
| All | +1,770.3% | +345.8% | +1,424.5% | +792.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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