+980.0%
SMCI vs XOP
+158.8%
+821.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.1% | +7.2% |
| 7D | +1.3% | +2.6% | -1.3% | +0.2% |
| 30D | +6.6% | +9.6% | -3.0% | +2.6% |
| 3M | +25.4% | +20.4% | +5.1% | +15.9% |
| 6M | +26.1% | +19.9% | +6.2% | +13.3% |
| YTD | +37.0% | +56.4% | -19.4% | +7.7% |
| 1Y | -8.8% | +52.4% | -61.2% | -27.5% |
| 3Y | +44.6% | +39.9% | +4.7% | +17.1% |
| All | +980.0% | +158.8% | +821.2% | +606.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling