+1,694.0%
SMCI vs LBRT
+43.0%
+1,651.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.1% | -6.4% | -3.8% |
| 7D | +5.2% | +10.2% | -5.0% | +3.5% |
| 30D | +23.7% | +4.9% | +18.9% | +22.7% |
| 3M | -4.2% | -21.2% | +17.0% | -1.0% |
| 6M | +21.7% | -19.9% | +41.7% | +24.6% |
| YTD | +33.0% | +20.8% | +12.2% | +26.1% |
| 1Y | -9.3% | +123.5% | -132.8% | -23.5% |
| 3Y | +38.7% | +30.9% | +7.8% | +25.0% |
| 5Y | +967.2% | +136.3% | +830.9% | +751.9% |
| All | +1,694.0% | +43.0% | +1,651.0% | +1,128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 10y: compounded portfolio wealth divided by compounded LBRT 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…
10y analysis · Full analysis span regression · 6 months rolling