-8.8%
SMCI vs COP
+52.6%
-61.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +1.3% | +2.3% | -1.0% | +2.0% |
| 30D | +6.6% | +8.6% | -2.0% | +9.5% |
| 3M | +25.4% | +19.9% | +5.6% | +32.6% |
| 6M | +26.1% | +19.0% | +7.1% | +29.7% |
| YTD | +37.0% | +50.0% | -13.0% | +33.1% |
| 1Y | -8.8% | +50.5% | -59.3% | -11.3% |
| All | -8.8% | +52.6% | -61.4% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling