-37.6%
SMCI vs CSGP
-53.2%
+15.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.0% | -9.7% | -4.4% |
| 7D | -17.3% | +18.3% | -35.6% | -12.7% |
| 30D | -31.5% | +17.8% | -49.3% | -27.2% |
| 3M | -6.6% | +9.3% | -15.9% | -2.4% |
| 6M | +6.0% | -7.9% | +13.9% | +11.0% |
| YTD | +1.1% | -51.5% | +52.7% | +12.1% |
| 1Y | -37.6% | -53.3% | +15.8% | -29.7% |
| All | -37.6% | -53.2% | +15.7% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling