+4,419.4%
SMCI vs RCL
+683.6%
+3,735.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.7% | +4.6% |
| 7D | +6.8% | -5.1% | +11.9% | +8.6% |
| 30D | +30.6% | -19.0% | +49.6% | +39.9% |
| 3M | -15.6% | -9.6% | -6.0% | -12.8% |
| 6M | +21.3% | -6.7% | +27.9% | +24.9% |
| YTD | +35.3% | -3.9% | +39.2% | +36.4% |
| 1Y | -2.7% | -25.1% | +22.4% | +5.4% |
| 3Y | +40.3% | +179.1% | -138.8% | -0.5% |
| 5Y | +941.8% | +243.3% | +698.5% | +553.3% |
| 10Y | +1,687.4% | +325.8% | +1,361.6% | +733.7% |
| All | +4,419.4% | +683.6% | +3,735.8% | +1,257.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling