+2,966.8%
SMCI vs SLB
+14.4%
+2,952.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -1.1% |
| 7D | -6.6% | +3.5% | -10.1% | -7.8% |
| 30D | -24.9% | +6.5% | -31.4% | -26.8% |
| 3M | -31.4% | -0.2% | -31.2% | -31.6% |
| 6M | -16.0% | -5.7% | -10.3% | -14.6% |
| YTD | -8.2% | +36.8% | -45.1% | -20.0% |
| 1Y | -23.4% | +45.8% | -69.2% | -35.0% |
| 3Y | +5.0% | +3.4% | +1.7% | +0.7% |
| 5Y | +514.9% | +76.1% | +438.8% | +347.6% |
| 10Y | +953.5% | -13.0% | +966.6% | +807.7% |
| All | +2,966.8% | +14.4% | +2,952.4% | +1,817.3% |
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