-8.8%
SMCI vs XOP
+53.5%
-62.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.1% | +7.3% |
| 7D | +1.3% | +2.6% | -1.3% | +1.6% |
| 30D | +6.6% | +9.6% | -3.0% | +7.9% |
| 3M | +25.4% | +20.4% | +5.1% | +28.9% |
| 6M | +26.1% | +19.9% | +6.2% | +22.0% |
| YTD | +37.0% | +56.4% | -19.4% | +14.0% |
| 1Y | -8.8% | +52.4% | -61.2% | -20.8% |
| All | -8.8% | +53.5% | -62.2% | -20.8% |
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