-23.4%
SMCI vs RCL
+25.0%
-48.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | -6.6% | -1.2% | -5.4% | -6.0% |
| 30D | -24.9% | +17.8% | -42.8% | -30.6% |
| 3M | -31.4% | +4.9% | -36.3% | -33.1% |
| 6M | -16.0% | +23.7% | -39.8% | -24.4% |
| YTD | -8.2% | +17.8% | -26.0% | -14.3% |
| 1Y | -23.4% | +28.9% | -52.4% | -27.5% |
| All | -23.4% | +25.0% | -48.4% | -27.5% |
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