+1,770.3%
SMCI vs XOP
+58.6%
+1,711.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.1% | +7.2% |
| 7D | +1.3% | +2.6% | -1.3% | +0.4% |
| 30D | +6.6% | +9.6% | -3.0% | +3.2% |
| 3M | +25.4% | +20.4% | +5.1% | +17.4% |
| 6M | +26.1% | +19.9% | +6.2% | +15.7% |
| YTD | +37.0% | +56.4% | -19.4% | +14.0% |
| 1Y | -8.8% | +52.4% | -61.2% | -23.5% |
| 3Y | +44.6% | +39.9% | +4.7% | +24.3% |
| 5Y | +995.9% | +163.7% | +832.2% | +655.7% |
| All | +1,770.3% | +58.6% | +1,711.7% | +1,164.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling