+351.8%
CCJ vs SIMO
+297.1%
+54.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.2% | -4.9% | 0.0% |
| 7D | +5.9% | +14.6% | -8.7% | +3.0% |
| 30D | +4.7% | +6.2% | -1.5% | +2.9% |
| 3M | -3.3% | +3.6% | -6.8% | -5.8% |
| 6M | -7.0% | +130.8% | -137.8% | -25.3% |
| YTD | +11.5% | +195.8% | -184.3% | -16.6% |
| 1Y | +32.3% | +225.0% | -192.7% | -4.2% |
| 3Y | +176.8% | +452.3% | -275.5% | +75.5% |
| 5Y | +351.8% | +303.6% | +48.2% | +191.2% |
| All | +351.8% | +297.1% | +54.7% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIMO 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling