-2.7%
SMCI vs CPAY
+29.9%
-32.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +4.7% |
| 7D | +6.8% | +2.1% | +4.7% | +6.3% |
| 30D | +30.6% | +5.5% | +25.0% | +29.4% |
| 3M | -15.6% | +16.6% | -32.2% | -17.9% |
| 6M | +21.3% | +26.7% | -5.4% | +16.1% |
| YTD | +35.3% | +38.4% | -3.1% | +30.1% |
| 1Y | -2.7% | +30.1% | -32.9% | -6.6% |
| All | -2.7% | +29.9% | -32.7% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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