-2.7%
SMCI vs OXY
+32.4%
-35.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.5% | +4.3% |
| 7D | +6.8% | +1.6% | +5.2% | +7.2% |
| 30D | +30.6% | +11.6% | +19.0% | +33.8% |
| 3M | -15.6% | +2.8% | -18.4% | -15.0% |
| 6M | +21.3% | +13.0% | +8.2% | +17.3% |
| YTD | +35.3% | +47.4% | -12.1% | +20.3% |
| 1Y | -2.7% | +31.5% | -34.2% | -9.9% |
| All | -2.7% | +32.4% | -35.1% | -9.9% |
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