-16.0%
SMCI vs XLE
+14.5%
-30.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.1% |
| 7D | -6.6% | +5.4% | -12.0% | -4.9% |
| 30D | -24.9% | -3.9% | -21.0% | -26.2% |
| 3M | -31.4% | +7.0% | -38.4% | -28.0% |
| 6M | -16.0% | +14.2% | -30.2% | -10.0% |
| All | -16.0% | +14.5% | -30.6% | -10.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling