+1,612.8%
SMCI vs CRM
+261.2%
+1,351.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +4.7% | -13.1% | -10.3% |
| 7D | -7.2% | +0.1% | -7.3% | -7.4% |
| 30D | -7.8% | +32.2% | -40.0% | -19.0% |
| 3M | +20.6% | +56.4% | -35.8% | -3.7% |
| 6M | +19.5% | +35.2% | -15.7% | +0.8% |
| YTD | +25.5% | -1.6% | +27.1% | +22.0% |
| 1Y | -18.4% | +7.8% | -26.1% | -24.1% |
| 3Y | +35.7% | +20.6% | +15.1% | +19.3% |
| 5Y | +918.6% | +3.8% | +914.8% | +811.3% |
| 10Y | +1,612.8% | +257.5% | +1,355.3% | +865.7% |
| All | +1,612.8% | +261.2% | +1,351.6% | +865.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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