+1,770.3%
SMCI vs CSCO
+393.0%
+1,377.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.4% | +2.9% | +4.4% |
| 7D | +1.3% | +2.7% | -1.4% | -0.3% |
| 30D | +6.6% | -9.5% | +16.1% | +13.3% |
| 3M | +25.4% | -7.6% | +33.0% | +32.2% |
| 6M | +26.1% | +44.9% | -18.8% | -0.2% |
| YTD | +37.0% | +47.7% | -10.7% | +6.1% |
| 1Y | -8.8% | +69.1% | -77.8% | -35.3% |
| 3Y | +44.6% | +113.5% | -68.9% | -11.9% |
| 5Y | +995.9% | +122.8% | +873.2% | +543.1% |
| All | +1,770.3% | +393.0% | +1,377.4% | +586.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSCO.
Daily Out/Under-Performance
Portfolio return minus CSCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSCO 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 CSCO 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