-37.6%
SMCI vs VLO
+120.8%
-158.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -5.8% | +0.1% | -5.9% |
| 7D | -17.3% | -6.0% | -11.4% | -17.4% |
| 30D | -31.5% | -12.9% | -18.6% | -31.8% |
| 3M | -6.6% | +18.3% | -24.9% | -5.9% |
| 6M | +6.0% | +46.4% | -40.4% | +7.9% |
| YTD | +1.1% | +127.7% | -126.6% | -12.6% |
| 1Y | -37.6% | +120.6% | -158.2% | -45.3% |
| All | -37.6% | +120.8% | -158.3% | -45.3% |
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