-2.7%
SMCI vs XOP
+49.8%
-52.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.4% | +4.4% |
| 7D | +6.8% | +2.6% | +4.2% | +7.1% |
| 30D | +30.6% | +15.4% | +15.1% | +32.7% |
| 3M | -15.6% | +12.1% | -27.6% | -14.0% |
| 6M | +21.3% | +19.7% | +1.6% | +14.9% |
| YTD | +35.3% | +52.4% | -17.1% | +11.8% |
| 1Y | -2.7% | +47.6% | -50.3% | -15.9% |
| All | -2.7% | +49.8% | -52.5% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 1y: compounded portfolio wealth divided by compounded XOP 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…
1y analysis · Full analysis span regression · 6 months rolling