+835.9%
CDE vs SIMO
+462.5%
+373.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.2% | -8.9% | -4.0% |
| 7D | +2.3% | +14.6% | -12.3% | -0.8% |
| 30D | +18.8% | +6.2% | +12.6% | +16.4% |
| 3M | +23.5% | +3.6% | +19.9% | +19.0% |
| 6M | -8.6% | +130.8% | -139.4% | -33.4% |
| YTD | +16.0% | +195.8% | -179.8% | -26.3% |
| 1Y | +42.1% | +225.0% | -182.9% | -14.7% |
| 3Y | +835.9% | +452.3% | +383.6% | +315.9% |
| All | +835.9% | +462.5% | +373.4% | +315.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling