Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • SMCI vs MXL✓SelectedUSD · MXLSMCI vs MXL performance historyLatest closeAs of+7.28%09/11
Stock and ETF performance explorer

SMCI vs MXL

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+26.1%
MXL return
+360.0%
Excess return
-333.9%
Maximum drawdown
-52.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 6mo.

Portfolio and benchmark returns by period
PeriodPortfolioMXLExcessAlpha
1D+7.3%+7.5%-0.3%+5.7%
7D+1.3%+18.9%-17.6%-2.4%
30D+6.6%+0.3%+6.3%+6.0%
3M+25.4%-8.0%+33.5%+24.7%
6M+26.1%+341.2%-315.1%-51.4%
All+26.1%+360.0%-333.9%-51.4%

Cumulative growth

Daily Returns

Daily percentage return beside MXL.

Daily Out/Under-Performance

Portfolio return minus MXL return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × MXL 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 6mo: compounded portfolio wealth divided by compounded MXL 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…

6mo analysis · Full analysis span regression · 6 months rolling