-2.7%
SMCI vs LYB
+25.6%
-28.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.5% | +4.4% |
| 7D | +6.8% | -0.2% | +7.0% | +6.7% |
| 30D | +30.6% | +8.7% | +21.9% | +30.6% |
| 3M | -15.6% | -3.0% | -12.6% | -15.4% |
| 6M | +21.3% | +4.7% | +16.5% | +14.5% |
| YTD | +35.3% | +51.6% | -16.3% | +18.5% |
| 1Y | -2.7% | +24.4% | -27.1% | -15.5% |
| All | -2.7% | +25.6% | -28.4% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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