+21.7%
SMCI vs VLO
+73.3%
-51.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -2.8% |
| 7D | +5.2% | +6.2% | -1.0% | +7.3% |
| 30D | +23.7% | +23.5% | +0.2% | +32.6% |
| 3M | -4.2% | +53.9% | -58.1% | +12.7% |
| 6M | +21.7% | +81.7% | -59.9% | +47.7% |
| All | +21.7% | +73.3% | -51.6% | +47.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling