-8.8%
SMCI vs CVX
+42.2%
-50.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.6% |
| 7D | +1.3% | +2.6% | -1.3% | +2.8% |
| 30D | +6.6% | +9.8% | -3.2% | +12.3% |
| 3M | +25.4% | +16.2% | +9.2% | +36.3% |
| 6M | +26.1% | +13.6% | +12.5% | +35.3% |
| YTD | +37.0% | +44.4% | -7.4% | +39.0% |
| 1Y | -8.8% | +40.6% | -49.4% | -8.9% |
| All | -8.8% | +42.2% | -50.9% | -8.9% |
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