+1,001.2%
ORCL vs SMCI
+4,373.4%
-3,372.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.5% | -1.5% | +2.3% |
| 7D | +5.3% | +6.8% | -1.5% | +4.2% |
| 30D | +10.0% | +30.6% | -20.6% | +5.1% |
| 3M | -32.6% | -15.6% | -17.0% | -32.2% |
| 6M | +4.9% | +21.3% | -16.3% | -2.1% |
| YTD | -17.8% | +35.3% | -53.0% | -25.0% |
| 1Y | -28.0% | -2.7% | -25.3% | -31.1% |
| 3Y | +36.0% | +40.3% | -4.3% | +3.6% |
| 5Y | +88.7% | +941.8% | -853.1% | -6.5% |
| 10Y | +346.9% | +1,687.4% | -1,340.5% | +80.3% |
| All | +1,001.2% | +4,373.4% | -3,372.3% | +188.3% |
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 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