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
+507.3%
SIMO return
+3,332.4%
Excess return
-2,825.1%
Maximum drawdown
-69.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSIMOExcessAlpha
1D-3.6%+8.7%-12.3%-4.9%
7D-2.7%+4.2%-6.9%-3.4%
30D+12.4%+4.1%+8.3%+10.8%
3M+17.4%-12.9%+30.2%+16.0%
6M-3.1%+110.3%-113.4%-20.5%
YTD-23.6%+178.6%-202.1%-41.2%
1Y-10.8%+220.0%-230.8%-33.5%
3Y-8.3%+409.0%-417.3%-38.9%
5Y-11.3%+277.3%-288.6%-40.2%
10Y+22.6%+506.6%-484.0%-29.5%
All+507.3%+3,332.4%-2,825.1%+84.8%

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