+44.6%
SMCI vs OXY
-1.2%
+45.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.2% |
| 7D | +1.3% | +2.8% | -1.5% | +0.8% |
| 30D | +6.6% | +5.5% | +1.2% | +5.4% |
| 3M | +25.4% | +11.3% | +14.1% | +22.4% |
| 6M | +26.1% | +11.6% | +14.5% | +18.5% |
| YTD | +37.0% | +51.6% | -14.6% | +11.3% |
| 1Y | -8.8% | +36.2% | -45.0% | -22.4% |
| 3Y | +44.6% | +1.7% | +42.9% | +23.2% |
| All | +44.6% | -1.2% | +45.8% | +23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling