+1,770.3%
SMCI vs CP
+232.0%
+1,538.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +7.0% |
| 7D | +1.3% | -2.6% | +3.9% | +3.1% |
| 30D | +6.6% | -3.7% | +10.4% | +9.3% |
| 3M | +25.4% | +0.1% | +25.3% | +24.8% |
| 6M | +26.1% | +7.8% | +18.3% | +20.0% |
| YTD | +37.0% | +21.7% | +15.3% | +20.5% |
| 1Y | -8.8% | +18.6% | -27.4% | -18.6% |
| 3Y | +44.6% | +17.5% | +27.1% | +30.7% |
| 5Y | +995.9% | +35.4% | +960.6% | +814.8% |
| All | +1,770.3% | +232.0% | +1,538.3% | +913.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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