-2.7%
SMCI vs RCL
-23.9%
+21.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.7% | +4.6% |
| 7D | +6.8% | -5.1% | +11.9% | +9.1% |
| 30D | +30.6% | -19.0% | +49.6% | +42.6% |
| 3M | -15.6% | -9.6% | -6.0% | -12.3% |
| 6M | +21.3% | -6.7% | +27.9% | +22.4% |
| YTD | +35.3% | -3.9% | +39.2% | +38.2% |
| 1Y | -2.7% | -25.1% | +22.4% | -9.6% |
| All | -2.7% | -23.9% | +21.2% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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