Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CTSH vs SIMO✓SelectedUSD · SIMOCTSH vs SIMO performance historyLatest closeAs of-3.60%09/04
Stock and ETF performance explorer

CTSH vs SIMO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-10.8%
SIMO return
+226.2%
Excess return
-237.0%
Maximum drawdown
-54.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSIMOExcessAlpha
1D-3.6%+8.7%-12.3%-2.5%
7D-2.7%+4.2%-6.9%-2.1%
30D+12.4%+4.1%+8.3%+13.5%
3M+17.4%-12.9%+30.2%+17.8%
6M-3.1%+110.3%-113.4%-2.2%
YTD-23.6%+178.6%-202.1%-26.6%
1Y-10.8%+220.0%-230.8%-18.6%
All-10.8%+226.2%-237.0%-18.6%

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