-2.7%
SMCI vs XLE
+49.3%
-52.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.3% |
| 7D | +6.8% | +2.2% | +4.6% | +7.5% |
| 30D | +30.6% | +11.8% | +18.8% | +35.0% |
| 3M | -15.6% | +9.8% | -25.4% | -13.0% |
| 6M | +21.3% | +15.6% | +5.7% | +21.5% |
| YTD | +35.3% | +45.3% | -10.0% | +23.3% |
| 1Y | -2.7% | +48.3% | -51.0% | -11.0% |
| All | -2.7% | +49.3% | -52.0% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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