-2.7%
SMCI vs CSX
+55.3%
-58.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.7% | +4.0% |
| 7D | +6.8% | -3.4% | +10.2% | +8.9% |
| 30D | +30.6% | -3.1% | +33.7% | +33.0% |
| 3M | -15.6% | +7.2% | -22.8% | -19.2% |
| 6M | +21.3% | +16.2% | +5.1% | +7.1% |
| YTD | +35.3% | +37.5% | -2.3% | +9.4% |
| 1Y | -2.7% | +53.2% | -56.0% | -19.2% |
| All | -2.7% | +55.3% | -58.0% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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