+980.0%
SMCI vs XEL
+29.8%
+950.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -0.3% | +1.6% | +1.2% |
| 30D | +6.6% | -3.9% | +10.6% | +6.2% |
| 3M | +25.4% | -2.8% | +28.2% | +25.0% |
| 6M | +26.1% | -5.4% | +31.5% | +25.0% |
| YTD | +37.0% | +3.8% | +33.2% | +38.3% |
| 1Y | -8.8% | +6.8% | -15.6% | -7.1% |
| 3Y | +44.6% | +45.6% | -1.0% | +54.8% |
| All | +980.0% | +29.8% | +950.2% | +1,132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 5y: compounded portfolio wealth divided by compounded XEL 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…
5y analysis · Full analysis span regression · 6 months rolling