-28.8%
SMCI vs CSGP
-55.9%
+27.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.6% | -10.7% | -11.5% |
| 7D | -0.3% | -6.1% | +5.8% | -2.2% |
| 30D | -30.9% | +0.3% | -31.3% | -30.0% |
| 3M | -28.2% | -1.3% | -26.9% | -27.3% |
| 6M | -17.7% | -8.9% | -8.8% | -15.8% |
| YTD | -7.8% | -55.2% | +47.4% | +1.7% |
| 1Y | -28.8% | -56.4% | +27.6% | -20.2% |
| All | -28.8% | -55.9% | +27.1% | -20.2% |
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