+3,089.4%
SMCI vs CPAY
+1,533.9%
+1,555.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.2% |
| 7D | -1.3% | -2.7% | +1.4% | -0.1% |
| 30D | +18.3% | +0.6% | +17.7% | +18.0% |
| 3M | +27.7% | +17.0% | +10.7% | +17.4% |
| 6M | +17.6% | +24.1% | -6.5% | +5.3% |
| YTD | +27.7% | +35.7% | -8.0% | +8.0% |
| 1Y | -14.9% | +34.0% | -48.9% | -28.1% |
| 3Y | +33.2% | +50.3% | -17.1% | +5.4% |
| 5Y | +921.6% | +56.7% | +864.9% | +678.0% |
| 10Y | +1,672.4% | +153.9% | +1,518.5% | +939.0% |
| All | +3,089.4% | +1,533.9% | +1,555.5% | +811.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling