+2,981.1%
SMCI vs SLB
+12.7%
+2,968.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.1% | -11.2% | -11.3% |
| 7D | -0.3% | +2.6% | -2.9% | -1.3% |
| 30D | -30.9% | +4.4% | -35.3% | -32.0% |
| 3M | -28.2% | -2.7% | -25.5% | -27.7% |
| 6M | -17.7% | -7.5% | -10.1% | -15.6% |
| YTD | -7.8% | +34.8% | -42.6% | -19.1% |
| 1Y | -28.8% | +44.6% | -73.4% | -39.3% |
| 3Y | +1.5% | +3.2% | -1.7% | -2.7% |
| 5Y | +517.8% | +73.6% | +444.2% | +352.4% |
| 10Y | +958.4% | -14.3% | +972.7% | +817.5% |
| All | +2,981.1% | +12.7% | +2,968.3% | +1,838.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling