+980.0%
SMCI vs XPO
+261.3%
+718.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -5.7% | +6.9% | +3.7% |
| 30D | +6.6% | -12.8% | +19.4% | +12.7% |
| 3M | +25.4% | -20.0% | +45.4% | +37.1% |
| 6M | +26.1% | -6.0% | +32.2% | +31.1% |
| YTD | +37.0% | +34.0% | +3.0% | +24.5% |
| 1Y | -8.8% | +35.6% | -44.3% | -17.6% |
| 3Y | +44.6% | +152.3% | -107.7% | -3.2% |
| All | +980.0% | +261.3% | +718.7% | +423.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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