+4,419.4%
SMCI vs CSGP
+593.7%
+3,825.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +7.0% | +5.5% |
| 7D | +6.8% | -4.1% | +10.8% | +8.5% |
| 30D | +30.6% | +2.3% | +28.3% | +28.4% |
| 3M | -15.6% | -8.2% | -7.4% | -15.3% |
| 6M | +21.3% | -35.1% | +56.3% | +39.8% |
| YTD | +35.3% | -54.0% | +89.3% | +79.0% |
| 1Y | -2.7% | -65.3% | +62.6% | +45.3% |
| 3Y | +40.3% | -62.6% | +102.9% | +100.0% |
| 5Y | +941.8% | -64.8% | +1,006.7% | +1,361.5% |
| 10Y | +1,687.4% | +45.1% | +1,642.3% | +1,090.8% |
| All | +4,419.4% | +593.7% | +3,825.7% | +1,054.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling