+4,477.6%
SMCI vs CRM
+2,241.0%
+2,236.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.3% | +6.5% |
| 7D | +1.3% | -4.4% | +5.7% | +3.1% |
| 30D | +6.6% | +28.1% | -21.5% | -4.4% |
| 3M | +25.4% | +48.8% | -23.4% | +3.8% |
| 6M | +26.1% | +28.3% | -2.1% | +9.8% |
| YTD | +37.0% | -6.0% | +43.0% | +34.6% |
| 1Y | -8.8% | +1.4% | -10.2% | -13.2% |
| 3Y | +44.6% | +11.8% | +32.7% | +31.5% |
| 5Y | +995.9% | -2.0% | +997.9% | +922.4% |
| 10Y | +1,801.4% | +239.6% | +1,561.7% | +946.1% |
| All | +4,477.6% | +2,241.0% | +2,236.7% | +854.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling