-2.7%
SMCI vs CVX
+37.2%
-39.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +3.9% |
| 7D | +6.8% | +3.3% | +3.4% | +8.6% |
| 30D | +30.6% | +12.9% | +17.7% | +38.9% |
| 3M | -15.6% | +11.7% | -27.3% | -10.2% |
| 6M | +21.3% | +14.1% | +7.1% | +27.0% |
| YTD | +35.3% | +40.7% | -5.4% | +33.5% |
| 1Y | -2.7% | +37.5% | -40.2% | -3.8% |
| All | -2.7% | +37.2% | -39.9% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 1y: compounded portfolio wealth divided by compounded CVX 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…
1y analysis · Full analysis span regression · 6 months rolling