+4,419.4%
SMCI vs CPB
+3.5%
+4,415.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +4.9% |
| 7D | +6.8% | -8.6% | +15.4% | +7.7% |
| 30D | +30.6% | -7.2% | +37.8% | +31.4% |
| 3M | -15.6% | +0.9% | -16.5% | -16.5% |
| 6M | +21.3% | -11.8% | +33.1% | +22.1% |
| YTD | +35.3% | -19.4% | +54.7% | +37.9% |
| 1Y | -2.7% | -30.4% | +27.7% | +1.2% |
| 3Y | +40.3% | -40.2% | +80.5% | +43.9% |
| 5Y | +941.8% | -39.5% | +981.3% | +931.0% |
| 10Y | +1,687.4% | -47.4% | +1,734.7% | +1,694.9% |
| All | +4,419.4% | +3.5% | +4,415.9% | +2,776.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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