+44.6%
SMCI vs XOM
+57.7%
-13.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +7.3% |
| 7D | +1.3% | +4.1% | -2.8% | +1.4% |
| 30D | +6.6% | +4.6% | +2.0% | +6.7% |
| 3M | +25.4% | +14.0% | +11.5% | +25.6% |
| 6M | +26.1% | +11.0% | +15.2% | +24.4% |
| YTD | +37.0% | +40.7% | -3.7% | +25.1% |
| 1Y | -8.8% | +52.3% | -61.1% | -19.1% |
| 3Y | +44.6% | +60.5% | -15.9% | +21.8% |
| All | +44.6% | +57.7% | -13.1% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 3y: compounded portfolio wealth divided by compounded XOM 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…
3y analysis · Full analysis span regression · 6 months rolling