-37.6%
SMCI vs OXY
+45.4%
-82.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -5.1% | -0.6% | -7.2% |
| 7D | -17.3% | -8.8% | -8.5% | -19.7% |
| 30D | -31.5% | -1.7% | -29.8% | -31.5% |
| 3M | -6.6% | +4.5% | -11.1% | -4.9% |
| 6M | +6.0% | -4.0% | +10.0% | +6.6% |
| YTD | +1.1% | +41.4% | -40.2% | -16.1% |
| 1Y | -37.6% | +45.9% | -83.4% | -50.2% |
| All | -37.6% | +45.4% | -82.9% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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