+4,495.9%
SMCI vs COP
+392.0%
+4,103.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.5% |
| 7D | +9.7% | -0.8% | +10.5% | +10.0% |
| 30D | +29.3% | +15.6% | +13.7% | +21.9% |
| 3M | -8.5% | +14.3% | -22.8% | -14.2% |
| 6M | +28.6% | +17.0% | +11.6% | +17.2% |
| YTD | +37.5% | +47.4% | -9.9% | +13.3% |
| 1Y | +0.5% | +52.4% | -51.9% | -18.7% |
| 3Y | +43.4% | +20.8% | +22.6% | +23.5% |
| 5Y | +1,008.2% | +191.7% | +816.5% | +514.2% |
| 10Y | +1,776.0% | +325.1% | +1,451.0% | +634.8% |
| All | +4,495.9% | +392.0% | +4,103.9% | +1,273.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling