+1,724.4%
SMCI vs LBRT
+33.5%
+1,691.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.1% | +4.3% |
| 7D | +6.8% | +8.7% | -2.0% | +5.3% |
| 30D | +30.6% | +6.6% | +24.0% | +29.1% |
| 3M | -15.6% | -34.5% | +18.9% | -10.0% |
| 6M | +21.3% | -24.5% | +45.7% | +25.3% |
| YTD | +35.3% | +12.7% | +22.5% | +29.8% |
| 1Y | -2.7% | +94.8% | -97.6% | -16.0% |
| 3Y | +40.3% | +31.9% | +8.5% | +26.4% |
| 5Y | +941.8% | +111.8% | +830.0% | +746.4% |
| All | +1,724.4% | +33.5% | +1,691.0% | +1,163.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling