-11.3%
SMCI vs CSX
+52.8%
-64.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.5% |
| 7D | +5.2% | -0.6% | +5.8% | +5.6% |
| 30D | +23.7% | -3.2% | +27.0% | +26.2% |
| 3M | -4.2% | +2.6% | -6.8% | -6.1% |
| 6M | +21.7% | +19.8% | +1.9% | +4.8% |
| YTD | +33.0% | +34.7% | -1.6% | +7.6% |
| All | -11.3% | +52.8% | -64.1% | -25.9% |
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