-9.2%
SMCI vs CVE
-1.0%
-8.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.7% | +6.8% | +9.4% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -23.9% | -10.8% | -13.1% | -24.0% |
| 3M | -3.7% | -4.3% | +0.6% | -4.5% |
| 6M | -9.2% | -1.5% | -7.8% | -10.8% |
| All | -9.2% | -1.0% | -8.2% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 6mo: compounded portfolio wealth divided by compounded CVE 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…
6mo analysis · Full analysis span regression · 6 months rolling