+1,643.5%
SMCI vs SLB
-4.7%
+1,648.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -3.3% |
| 7D | -1.3% | -2.4% | +1.1% | -0.4% |
| 30D | +18.3% | +4.9% | +13.4% | +15.9% |
| 3M | +27.7% | +1.4% | +26.3% | +26.2% |
| 6M | +17.6% | +17.6% | -0.1% | +10.6% |
| YTD | +27.7% | +48.3% | -20.6% | +10.6% |
| 1Y | -14.9% | +58.7% | -73.6% | -28.2% |
| 3Y | +33.2% | +0.6% | +32.6% | +28.7% |
| 5Y | +921.6% | +133.6% | +788.0% | +618.4% |
| All | +1,643.5% | -4.7% | +1,648.2% | +1,281.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling