+980.0%
SMCI vs CRM
-1.9%
+981.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.3% | +6.4% |
| 7D | +1.3% | -4.4% | +5.7% | +3.3% |
| 30D | +6.6% | +28.1% | -21.5% | -6.1% |
| 3M | +25.4% | +48.8% | -23.4% | +0.1% |
| 6M | +26.1% | +28.3% | -2.1% | +7.5% |
| YTD | +37.0% | -6.0% | +43.0% | +38.3% |
| 1Y | -8.8% | +1.4% | -10.2% | -12.2% |
| 3Y | +44.6% | +11.8% | +32.7% | +29.6% |
| All | +980.0% | -1.9% | +981.9% | +827.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling