+534.2%
SMCI vs LSCC
+40.9%
+493.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -1.5% |
| 7D | -11.5% | +5.0% | -16.5% | -14.2% |
| 30D | -33.6% | -11.7% | -21.9% | -29.2% |
| 3M | -11.7% | -13.3% | +1.6% | -4.8% |
| 6M | -21.4% | -12.5% | -8.9% | -14.6% |
| YTD | -5.1% | +51.2% | -56.3% | -24.2% |
| 1Y | -30.9% | +65.9% | -96.7% | -47.6% |
| 3Y | +4.5% | +95.3% | -90.9% | -31.4% |
| 5Y | +534.2% | +38.6% | +495.6% | +333.7% |
| All | +534.2% | +40.9% | +493.3% | +333.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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