+246.0%
ORCL vs SMCI
+1,077.5%
-831.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.3% | -1.1% |
| 7D | -6.5% | -11.5% | +5.0% | -4.9% |
| 30D | -16.6% | -33.6% | +17.0% | -11.5% |
| 3M | -21.6% | -11.7% | -9.9% | -20.3% |
| 6M | -39.4% | -21.4% | -17.9% | -38.3% |
| YTD | -38.7% | -5.1% | -33.6% | -40.3% |
| 1Y | -50.4% | -30.9% | -19.5% | -49.7% |
| 3Y | +8.1% | +4.5% | +3.6% | -8.4% |
| 5Y | +34.5% | +534.2% | -499.7% | -16.3% |
| 10Y | +246.0% | +1,062.8% | -816.7% | +89.0% |
| All | +246.0% | +1,077.5% | -831.5% | +89.0% |
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