-1.6%
SMCI vs CRCL
+31.3%
-32.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.2% |
| 7D | +1.3% | -11.2% | +12.5% | +3.1% |
| 30D | +6.6% | +27.1% | -20.5% | +2.5% |
| 3M | +25.4% | +9.6% | +15.8% | +22.2% |
| 6M | +26.1% | -19.7% | +45.8% | +27.0% |
| YTD | +37.0% | +14.2% | +22.8% | +30.0% |
| 1Y | -8.8% | -32.2% | +23.5% | -11.9% |
| All | -1.6% | +31.3% | -32.9% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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