+21.3%
SMCI vs CVE
+47.9%
-26.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.9% | +4.2% |
| 7D | +6.8% | +2.5% | +4.3% | +7.4% |
| 30D | +30.6% | +16.7% | +13.8% | +35.1% |
| 3M | -15.6% | +9.3% | -24.9% | -16.3% |
| 6M | +21.3% | +43.6% | -22.3% | +14.8% |
| All | +21.3% | +47.9% | -26.6% | +14.8% |
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