+967.2%
SMCI vs RCL
+233.3%
+733.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.5% | -2.5% |
| 7D | +5.2% | -2.2% | +7.4% | +6.3% |
| 30D | +23.7% | -15.7% | +39.4% | +33.2% |
| 3M | -4.2% | -8.0% | +3.8% | -0.8% |
| 6M | +21.7% | -10.1% | +31.9% | +28.0% |
| YTD | +33.0% | -5.9% | +38.9% | +35.1% |
| 1Y | -9.3% | -23.5% | +14.2% | -0.6% |
| 3Y | +38.7% | +174.4% | -135.7% | -9.6% |
| 5Y | +967.2% | +227.1% | +740.0% | +549.8% |
| All | +967.2% | +233.3% | +733.9% | +549.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling