+32.0%
RCL vs SIMO
+94.5%
-62.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -9.6% | +16.0% | +6.6% |
| 7D | +11.7% | -16.9% | +28.6% | +12.3% |
| 30D | +21.1% | -35.4% | +56.5% | +22.7% |
| 3M | +2.9% | -31.9% | +34.8% | +3.8% |
| 6M | +29.8% | -19.3% | +49.1% | +29.2% |
| YTD | +21.4% | +98.5% | -77.1% | +7.4% |
| 1Y | +32.0% | +100.5% | -68.5% | +16.0% |
| All | +32.0% | +94.5% | -62.4% | +16.0% |
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