+4,419.4%
SMCI vs CSX
+1,477.1%
+2,942.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.9% | +3.7% | +4.1% |
| 7D | +6.8% | -3.4% | +10.2% | +8.6% |
| 30D | +30.6% | -3.1% | +33.7% | +32.7% |
| 3M | -15.6% | +7.2% | -22.8% | -18.5% |
| 6M | +21.3% | +16.2% | +5.1% | +12.0% |
| YTD | +35.3% | +37.5% | -2.3% | +14.7% |
| 1Y | -2.7% | +53.2% | -56.0% | -22.0% |
| 3Y | +40.3% | +68.2% | -27.9% | +4.2% |
| 5Y | +941.8% | +65.2% | +876.6% | +679.8% |
| 10Y | +1,687.4% | +504.1% | +1,183.2% | +563.9% |
| All | +4,419.4% | +1,477.1% | +2,942.4% | +825.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling