+1,019.8%
SMCI vs CPNG
-76.2%
+1,096.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.2% | +6.4% |
| 7D | +1.3% | -1.1% | +2.4% | +1.6% |
| 30D | +6.6% | -7.4% | +14.0% | +8.8% |
| 3M | +25.4% | -12.3% | +37.8% | +28.9% |
| 6M | +26.1% | -19.4% | +45.6% | +31.7% |
| YTD | +37.0% | -35.9% | +72.9% | +52.3% |
| 1Y | -8.8% | -53.4% | +44.6% | +11.1% |
| 3Y | +44.6% | -20.0% | +64.6% | +56.3% |
| 5Y | +995.9% | -49.6% | +1,045.5% | +1,037.2% |
| All | +1,019.8% | -76.2% | +1,096.0% | +1,037.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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