-2.7%
SMCI vs CVS
+35.9%
-38.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.6% |
| 7D | +6.8% | +4.0% | +2.8% | +6.1% |
| 30D | +30.6% | -2.4% | +33.0% | +31.1% |
| 3M | -15.6% | +2.7% | -18.2% | -16.3% |
| 6M | +21.3% | +21.9% | -0.6% | +13.6% |
| YTD | +35.3% | +24.7% | +10.5% | +25.0% |
| 1Y | -2.7% | +35.4% | -38.2% | -12.9% |
| All | -2.7% | +35.9% | -38.7% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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