+980.0%
SMCI vs CSCO
+121.7%
+858.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.4% | +2.9% | +3.8% |
| 7D | +1.3% | +2.7% | -1.4% | -0.7% |
| 30D | +6.6% | -9.5% | +16.1% | +14.6% |
| 3M | +25.4% | -7.6% | +33.0% | +33.4% |
| 6M | +26.1% | +44.9% | -18.8% | -5.6% |
| YTD | +37.0% | +47.7% | -10.7% | -0.6% |
| 1Y | -8.8% | +69.1% | -77.8% | -41.1% |
| 3Y | +44.6% | +113.5% | -68.9% | -23.8% |
| All | +980.0% | +121.7% | +858.3% | +423.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling