+1,158.6%
SMCI vs CSGP
+63.3%
+1,095.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.7% | +10.9% | +7.5% |
| 7D | -12.7% | +1.3% | -14.0% | -13.4% |
| 30D | -36.0% | +10.7% | -46.7% | -39.2% |
| 3M | -2.1% | +3.3% | -5.4% | -5.8% |
| 6M | -17.0% | -10.3% | -6.7% | -18.1% |
| YTD | -1.7% | -54.6% | +52.8% | +24.5% |
| 1Y | -28.7% | -54.6% | +25.9% | -9.8% |
| 3Y | +13.9% | -60.3% | +74.2% | +50.0% |
| 5Y | +517.4% | -63.3% | +580.7% | +715.3% |
| All | +1,158.6% | +63.3% | +1,095.3% | +891.1% |
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