+4,344.1%
SMCI vs CSCO
+558.5%
+3,785.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.5% |
| 7D | +5.2% | 0.0% | +5.2% | +5.2% |
| 30D | +23.7% | -10.7% | +34.5% | +32.4% |
| 3M | -4.2% | -8.7% | +4.5% | +1.9% |
| 6M | +21.7% | +44.9% | -23.2% | -3.3% |
| YTD | +33.0% | +44.1% | -11.1% | +5.2% |
| 1Y | -9.3% | +65.9% | -75.2% | -34.3% |
| 3Y | +38.7% | +109.0% | -70.3% | -12.9% |
| 5Y | +967.2% | +114.8% | +852.4% | +557.0% |
| 10Y | +1,745.9% | +377.3% | +1,368.6% | +566.7% |
| All | +4,344.1% | +558.5% | +3,785.6% | +1,052.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling