+980.0%
SMCI vs CTVA
+102.9%
+877.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.6% |
| 7D | +1.3% | -4.5% | +5.8% | +3.2% |
| 30D | +6.6% | +11.3% | -4.7% | +1.7% |
| 3M | +25.4% | +12.3% | +13.1% | +17.2% |
| 6M | +26.1% | +7.2% | +19.0% | +20.2% |
| YTD | +37.0% | +26.0% | +11.0% | +20.7% |
| 1Y | -8.8% | +16.0% | -24.8% | -17.1% |
| 3Y | +44.6% | +73.9% | -29.3% | +2.7% |
| All | +980.0% | +102.9% | +877.0% | +532.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 5y: compounded portfolio wealth divided by compounded CTVA 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…
5y analysis · Full analysis span regression · 6 months rolling