+1,062.8%
SMCI vs XLP
+129.0%
+933.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | -11.5% | +2.3% | -13.8% | -12.7% |
| 30D | -33.6% | +9.1% | -42.7% | -37.4% |
| 3M | -11.7% | +7.9% | -19.5% | -16.3% |
| 6M | -21.4% | +9.6% | -31.0% | -27.7% |
| YTD | -5.1% | +19.4% | -24.5% | -18.2% |
| 1Y | -30.9% | +22.4% | -53.2% | -41.6% |
| 3Y | +4.5% | +43.2% | -38.7% | -26.9% |
| 5Y | +534.2% | +42.6% | +491.6% | +343.2% |
| 10Y | +1,062.8% | +135.4% | +927.3% | +482.9% |
| All | +1,062.8% | +129.0% | +933.7% | +482.9% |
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