+94.3%
ORCL vs SMCI
+1,005.1%
-910.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +2.1% |
| 7D | +15.0% | +9.7% | +5.3% | +13.6% |
| 30D | +10.5% | +29.3% | -18.8% | +6.5% |
| 3M | -23.0% | -8.5% | -14.5% | -23.5% |
| 6M | +7.0% | +28.6% | -21.6% | +0.3% |
| YTD | -15.8% | +37.5% | -53.4% | -22.1% |
| 1Y | -31.1% | +0.5% | -31.6% | -33.9% |
| 3Y | +33.3% | +43.4% | -10.2% | +8.2% |
| 5Y | +94.3% | +1,008.2% | -913.9% | +9.8% |
| All | +94.3% | +1,005.1% | -910.8% | +9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling