+4,344.1%
SMCI vs CVS
+325.0%
+4,019.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.0% |
| 7D | +5.2% | -1.9% | +7.1% | +5.9% |
| 30D | +23.7% | -0.3% | +24.0% | +23.7% |
| 3M | -4.2% | -1.1% | -3.1% | -4.2% |
| 6M | +21.7% | +23.7% | -2.0% | +11.6% |
| YTD | +33.0% | +23.0% | +10.0% | +20.9% |
| 1Y | -9.3% | +37.2% | -46.4% | -21.1% |
| 3Y | +38.7% | +62.4% | -23.7% | +5.4% |
| 5Y | +967.2% | +31.8% | +935.3% | +776.7% |
| 10Y | +1,745.9% | +41.9% | +1,704.0% | +1,280.3% |
| All | +4,344.1% | +325.0% | +4,019.0% | +1,882.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling