+1,770.3%
SMCI vs RCL
+346.0%
+1,424.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.8% | +7.1% |
| 7D | +1.3% | -1.9% | +3.2% | +1.9% |
| 30D | +6.6% | -15.5% | +22.2% | +12.4% |
| 3M | +25.4% | -9.7% | +35.1% | +28.7% |
| 6M | +26.1% | -8.7% | +34.9% | +30.6% |
| YTD | +37.0% | -5.8% | +42.8% | +39.0% |
| 1Y | -8.8% | -24.5% | +15.7% | -1.8% |
| 3Y | +44.6% | +173.9% | -129.3% | +7.3% |
| 5Y | +995.9% | +228.0% | +767.9% | +642.5% |
| All | +1,770.3% | +346.0% | +1,424.3% | +825.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling