+980.0%
SMCI vs COST
+104.4%
+875.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.1% |
| 7D | +1.3% | -1.2% | +2.5% | +1.9% |
| 30D | +6.6% | -4.7% | +11.3% | +9.0% |
| 3M | +25.4% | -7.1% | +32.6% | +29.3% |
| 6M | +26.1% | -8.5% | +34.7% | +28.3% |
| YTD | +37.0% | +5.4% | +31.6% | +25.3% |
| 1Y | -8.8% | -5.6% | -3.1% | -10.1% |
| 3Y | +44.6% | +68.5% | -23.9% | -9.0% |
| All | +980.0% | +104.4% | +875.6% | +518.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 5y: compounded portfolio wealth divided by compounded COST 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…
5y analysis · Full analysis span regression · 6 months rolling