+4,167.1%
SMCI vs CVX
+509.7%
+3,657.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.7% |
| 7D | -1.3% | +0.7% | -2.0% | -1.7% |
| 30D | +18.3% | +9.1% | +9.2% | +12.7% |
| 3M | +27.7% | +13.1% | +14.6% | +18.5% |
| 6M | +17.6% | +16.3% | +1.3% | +5.2% |
| YTD | +27.7% | +43.5% | -15.8% | +1.0% |
| 1Y | -14.9% | +40.2% | -55.0% | -31.9% |
| 3Y | +33.2% | +44.2% | -11.1% | +2.3% |
| 5Y | +921.6% | +170.6% | +751.0% | +424.0% |
| 10Y | +1,672.4% | +220.3% | +1,452.1% | +644.7% |
| All | +4,167.1% | +509.7% | +3,657.5% | +940.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling