+22.6%
CRCL vs SIMO
+292.2%
-269.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.7% | -9.8% | -2.9% |
| 7D | +17.1% | +4.2% | +12.9% | +15.9% |
| 30D | +61.3% | +4.1% | +57.2% | +58.3% |
| 3M | +12.7% | -12.9% | +25.6% | +13.6% |
| 6M | -3.1% | +110.3% | -113.4% | -29.4% |
| YTD | +28.7% | +178.6% | -149.9% | -27.1% |
| 1Y | -13.1% | +220.0% | -233.1% | -54.5% |
| All | +22.6% | +292.2% | -269.6% | -39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling