-37.6%
SMCI vs XLE
+50.1%
-87.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.7% | -1.0% | -7.5% |
| 7D | -17.3% | -7.2% | -10.1% | -19.8% |
| 30D | -31.5% | +0.1% | -31.6% | -30.9% |
| 3M | -6.6% | +9.2% | -15.8% | -2.5% |
| 6M | +6.0% | +8.4% | -2.3% | +11.2% |
| YTD | +1.1% | +44.9% | -43.8% | -7.5% |
| 1Y | -37.6% | +49.9% | -87.4% | -45.9% |
| All | -37.6% | +50.1% | -87.6% | -45.9% |
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