+336.5%
ORCL vs SMCI
+1,688.5%
-1,352.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.0% | -1.4% | -4.8% |
| 7D | -0.7% | -1.3% | +0.6% | -0.5% |
| 30D | +5.1% | +18.3% | -13.2% | +2.6% |
| 3M | -23.7% | +27.7% | -51.5% | -27.1% |
| 6M | +3.1% | +17.6% | -14.5% | -2.2% |
| YTD | -20.8% | +27.7% | -48.5% | -26.0% |
| 1Y | -52.9% | -14.9% | -38.0% | -53.8% |
| 3Y | +25.4% | +33.2% | -7.8% | +2.5% |
| 5Y | +82.4% | +921.6% | -839.2% | +6.0% |
| All | +336.5% | +1,688.5% | -1,352.0% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMCI.
Daily Out/Under-Performance
Portfolio return minus SMCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMCI 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 10y: compounded portfolio wealth divided by compounded SMCI 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…
10y analysis · Full analysis span regression · 6 months rolling