+1,745.9%
SMCI vs XLP
+102.3%
+1,643.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.6% |
| 7D | +5.2% | -2.9% | +8.1% | +7.1% |
| 30D | +23.7% | -2.2% | +26.0% | +25.2% |
| 3M | -4.2% | -0.6% | -3.6% | -5.4% |
| 6M | +21.7% | -2.2% | +23.9% | +21.1% |
| YTD | +33.0% | +8.3% | +24.7% | +22.5% |
| 1Y | -9.3% | +5.7% | -15.0% | -15.4% |
| 3Y | +38.7% | +25.7% | +13.0% | +7.1% |
| 5Y | +967.2% | +31.3% | +935.9% | +686.7% |
| 10Y | +1,745.9% | +106.2% | +1,639.7% | +861.6% |
| All | +1,745.9% | +102.3% | +1,643.6% | +861.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 10y: compounded portfolio wealth divided by compounded XLP 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…
10y analysis · Full analysis span regression · 6 months rolling