-2.7%
SMCI vs VLO
+143.4%
-146.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +6.8% | +5.2% | +1.6% | +7.1% |
| 30D | +30.6% | +22.6% | +8.0% | +32.3% |
| 3M | -15.6% | +43.8% | -59.4% | -13.4% |
| 6M | +21.3% | +65.7% | -44.5% | +21.7% |
| YTD | +35.3% | +131.1% | -95.8% | +27.6% |
| 1Y | -2.7% | +143.6% | -146.4% | -1.9% |
| All | -2.7% | +143.4% | -146.1% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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