-2.7%
SMCI vs SLB
+68.3%
-71.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.4% | +4.5% |
| 7D | +6.8% | +0.8% | +5.9% | +6.3% |
| 30D | +30.6% | +15.8% | +14.7% | +21.7% |
| 3M | -15.6% | -0.3% | -15.2% | -15.3% |
| 6M | +21.3% | +21.3% | -0.1% | +10.6% |
| YTD | +35.3% | +52.3% | -17.0% | +17.7% |
| 1Y | -2.7% | +63.6% | -66.3% | -17.8% |
| All | -2.7% | +68.3% | -71.1% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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