-28.8%
SMCI vs CSX
+51.7%
-80.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | +1.0% | -12.3% | -11.7% |
| 7D | -0.3% | +3.1% | -3.4% | -1.7% |
| 30D | -30.9% | +9.7% | -40.6% | -33.9% |
| 3M | -28.2% | +4.9% | -33.2% | -29.5% |
| 6M | -17.7% | +18.4% | -36.0% | -26.4% |
| YTD | -7.8% | +45.9% | -53.7% | -32.9% |
| 1Y | -28.8% | +50.0% | -78.8% | -50.7% |
| All | -28.8% | +51.7% | -80.5% | -50.7% |
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