+3,183.1%
SMCI vs CSGP
+585.6%
+2,597.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.7% | +10.9% | +8.0% |
| 7D | -12.7% | +1.3% | -14.0% | -13.6% |
| 30D | -36.0% | +10.7% | -46.7% | -40.2% |
| 3M | -2.1% | +3.3% | -5.4% | -7.0% |
| 6M | -17.0% | -10.3% | -6.7% | -19.0% |
| YTD | -1.7% | -54.6% | +52.8% | +26.7% |
| 1Y | -28.7% | -54.6% | +25.9% | -8.3% |
| 3Y | +13.9% | -60.3% | +74.2% | +52.9% |
| 5Y | +517.4% | -63.3% | +580.7% | +727.6% |
| 10Y | +1,204.3% | +66.5% | +1,137.8% | +688.6% |
| All | +3,183.1% | +585.6% | +2,597.5% | +717.2% |
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 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