+527.9%
SMTC vs CPB
-44.2%
+572.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.8% |
| 7D | +22.5% | -8.0% | +30.5% | +22.1% |
| 30D | +24.9% | -2.4% | +27.3% | +24.8% |
| 3M | +4.1% | +0.5% | +3.5% | +4.1% |
| 6M | +92.6% | -10.5% | +103.0% | +92.8% |
| YTD | +122.5% | -17.5% | +140.0% | +123.0% |
| 1Y | +166.2% | -31.0% | +197.3% | +168.3% |
| 3Y | +577.2% | -40.6% | +617.8% | +582.8% |
| 5Y | +119.0% | -37.7% | +156.7% | +119.4% |
| 10Y | +527.9% | -43.4% | +571.3% | +550.2% |
| All | +527.9% | -44.2% | +572.1% | +550.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CPB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling