+1,776.0%
SMCI vs CSGP
+41.1%
+1,734.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.3% |
| 7D | +9.7% | -5.1% | +14.8% | +11.4% |
| 30D | +29.3% | +0.3% | +29.0% | +28.4% |
| 3M | -8.5% | -9.1% | +0.7% | -7.6% |
| 6M | +28.6% | -37.3% | +65.9% | +48.1% |
| YTD | +37.5% | -54.9% | +92.4% | +78.4% |
| 1Y | +0.5% | -65.5% | +66.1% | +45.1% |
| 3Y | +43.4% | -63.3% | +106.7% | +99.4% |
| 5Y | +1,008.2% | -65.8% | +1,074.0% | +1,428.6% |
| 10Y | +1,776.0% | +40.1% | +1,735.9% | +1,490.1% |
| All | +1,776.0% | +41.1% | +1,734.9% | +1,490.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling