+4,495.9%
SMCI vs XLE
+280.3%
+4,215.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.1% |
| 7D | +9.7% | 0.0% | +9.7% | +9.6% |
| 30D | +29.3% | +12.6% | +16.7% | +20.6% |
| 3M | -8.5% | +11.8% | -20.3% | -14.9% |
| 6M | +28.6% | +16.1% | +12.5% | +15.1% |
| YTD | +37.5% | +46.9% | -9.3% | +7.0% |
| 1Y | +0.5% | +53.3% | -52.7% | -23.8% |
| 3Y | +43.4% | +54.9% | -11.5% | +7.0% |
| 5Y | +1,008.2% | +225.7% | +782.5% | +412.1% |
| 10Y | +1,776.0% | +170.7% | +1,605.4% | +784.1% |
| All | +4,495.9% | +280.3% | +4,215.6% | +1,320.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling