+44.6%
SMCI vs CPAY
+49.1%
-4.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.3% | +7.3% |
| 7D | +1.3% | -2.0% | +3.2% | +2.2% |
| 30D | +6.6% | -0.4% | +7.0% | +6.7% |
| 3M | +25.4% | +16.4% | +9.1% | +15.3% |
| 6M | +26.1% | +23.5% | +2.6% | +13.1% |
| YTD | +37.0% | +35.7% | +1.3% | +15.0% |
| 1Y | -8.8% | +30.2% | -38.9% | -21.8% |
| 3Y | +44.6% | +49.7% | -5.1% | +9.0% |
| All | +44.6% | +49.1% | -4.5% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling