+980.0%
SMCI vs CPNG
-49.8%
+1,029.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.2% | +6.3% |
| 7D | +1.3% | -1.1% | +2.4% | +1.7% |
| 30D | +6.6% | -7.4% | +14.0% | +9.0% |
| 3M | +25.4% | -12.3% | +37.8% | +29.3% |
| 6M | +26.1% | -19.4% | +45.6% | +32.2% |
| YTD | +37.0% | -35.9% | +72.9% | +54.1% |
| 1Y | -8.8% | -53.4% | +44.6% | +13.7% |
| 3Y | +44.6% | -20.0% | +64.6% | +57.4% |
| All | +980.0% | -49.8% | +1,029.8% | +1,058.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling