+733.9%
ORCL vs SMCI
+3,131.6%
-2,397.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.7% | +3.3% |
| 7D | +0.5% | -6.0% | +6.5% | +1.5% |
| 30D | -15.3% | -31.7% | +16.4% | -9.8% |
| 3M | -18.2% | -8.1% | -10.1% | -17.3% |
| 6M | -38.4% | -19.1% | -19.3% | -37.7% |
| YTD | -37.7% | -2.3% | -35.4% | -40.2% |
| 1Y | -49.3% | -28.1% | -21.2% | -48.9% |
| 3Y | +10.6% | +8.0% | +2.7% | -11.9% |
| 5Y | +35.5% | +537.8% | -502.3% | -26.9% |
| 10Y | +251.6% | +1,119.6% | -868.0% | +51.5% |
| All | +733.9% | +3,131.6% | -2,397.8% | +130.0% |
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 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