-14.9%
SMCI vs CPRT
-35.8%
+20.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -3.9% |
| 7D | -1.3% | -8.4% | +7.1% | -1.3% |
| 30D | +18.3% | +4.6% | +13.7% | +18.7% |
| 3M | +27.7% | -1.9% | +29.7% | +29.8% |
| 6M | +17.6% | -15.3% | +32.9% | +24.7% |
| YTD | +27.7% | -21.5% | +49.2% | +39.8% |
| 1Y | -14.9% | -36.6% | +21.8% | +0.1% |
| All | -14.9% | -35.8% | +20.9% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 1y: compounded portfolio wealth divided by compounded CPRT 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…
1y analysis · Full analysis span regression · 6 months rolling