+50.8%
CDE vs SIMO
+226.2%
-175.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +8.7% | -10.6% | -2.7% |
| 7D | +0.5% | +4.2% | -3.7% | +0.1% |
| 30D | +21.9% | +4.1% | +17.8% | +20.7% |
| 3M | +14.9% | -12.9% | +27.8% | +15.2% |
| 6M | -10.5% | +110.3% | -120.9% | -21.2% |
| YTD | +19.3% | +178.6% | -159.3% | -7.1% |
| 1Y | +50.8% | +220.0% | -169.2% | +14.8% |
| All | +50.8% | +226.2% | -175.4% | +14.8% |
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