+4,344.1%
SMCI vs XOP
+56.5%
+4,287.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.5% |
| 7D | +5.2% | +1.0% | +4.3% | +4.8% |
| 30D | +23.7% | +10.8% | +12.9% | +18.4% |
| 3M | -4.2% | +19.5% | -23.7% | -11.9% |
| 6M | +21.7% | +21.6% | +0.1% | +9.1% |
| YTD | +33.0% | +55.8% | -22.8% | +7.2% |
| 1Y | -9.3% | +54.6% | -63.9% | -26.8% |
| 3Y | +38.7% | +36.6% | +2.1% | +17.4% |
| 5Y | +967.2% | +160.6% | +806.5% | +565.9% |
| 10Y | +1,745.9% | +56.2% | +1,689.7% | +1,108.7% |
| All | +4,344.1% | +56.5% | +4,287.6% | +1,936.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling