+11.7%
CRCL vs SIMO
+325.1%
-313.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.4% | -3.7% |
| 7D | +4.9% | +14.5% | -9.6% | +1.7% |
| 30D | +38.7% | +20.4% | +18.3% | +32.3% |
| 3M | +14.7% | +7.1% | +7.5% | +9.7% |
| 6M | -16.9% | +129.2% | -146.1% | -40.7% |
| YTD | +17.3% | +201.9% | -184.7% | -34.8% |
| 1Y | -21.2% | +235.5% | -256.7% | -58.7% |
| All | +11.7% | +325.1% | -313.4% | -46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling