+110.5%
CNC vs SIMO
+94.5%
+16.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -9.6% | +22.2% | +12.6% |
| 7D | +13.4% | -16.9% | +30.2% | +13.4% |
| 30D | +18.2% | -35.4% | +53.6% | +18.6% |
| 3M | +18.6% | -31.9% | +50.5% | +18.6% |
| 6M | +41.9% | -19.3% | +61.2% | +38.1% |
| YTD | +84.7% | +98.5% | -13.8% | +65.6% |
| 1Y | +110.5% | +100.5% | +10.0% | +87.2% |
| All | +110.5% | +94.5% | +16.0% | +87.2% |
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 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