+17.0%
CCL vs SIMO
+97.3%
-80.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.7% | -8.9% | -0.5% |
| 7D | -1.5% | +0.9% | -2.5% | -1.6% |
| 30D | +16.5% | -25.4% | +41.8% | +17.2% |
| 3M | +11.2% | -17.8% | +29.0% | +11.4% |
| 6M | +22.6% | -29.6% | +52.1% | +22.9% |
| YTD | +2.6% | +100.3% | -97.7% | -8.5% |
| 1Y | +17.0% | +100.4% | -83.4% | +2.6% |
| All | +17.0% | +97.3% | -80.4% | +2.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling