+784.8%
ORCL vs SMCI
+2,949.7%
-2,164.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -11.3% | +10.3% | +0.9% |
| 7D | +10.4% | -0.3% | +10.7% | +10.3% |
| 30D | -11.2% | -30.9% | +19.7% | -5.7% |
| 3M | -16.8% | -28.2% | +11.5% | -12.3% |
| 6M | -31.5% | -17.7% | -13.8% | -30.8% |
| YTD | -33.9% | -7.8% | -26.1% | -36.0% |
| 1Y | -43.3% | -28.8% | -14.4% | -42.8% |
| 3Y | +16.5% | +1.5% | +15.0% | -6.4% |
| 5Y | +45.4% | +517.8% | -472.4% | -21.2% |
| 10Y | +274.0% | +958.4% | -684.4% | +65.5% |
| All | +784.8% | +2,949.7% | -2,164.9% | +146.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling