+1,008.2%
SMCI vs LBRT
+116.2%
+892.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.9% | -2.2% | +0.9% |
| 7D | +9.7% | +6.9% | +2.7% | +8.2% |
| 30D | +29.3% | +7.8% | +21.5% | +27.3% |
| 3M | -8.5% | -25.3% | +16.8% | -3.9% |
| 6M | +28.6% | -19.6% | +48.1% | +31.8% |
| YTD | +37.5% | +17.2% | +20.4% | +29.1% |
| 1Y | +0.5% | +114.1% | -113.5% | -18.7% |
| 3Y | +43.4% | +27.0% | +16.4% | +26.1% |
| 5Y | +1,008.2% | +128.3% | +879.9% | +740.7% |
| All | +1,008.2% | +116.2% | +892.0% | +740.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling