+30.8%
RCL vs SIMO
+77.7%
-46.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +0.9% |
| 7D | +8.5% | -16.0% | +24.5% | +9.0% |
| 30D | +20.4% | -35.8% | +56.2% | +21.9% |
| 3M | +11.0% | -26.5% | +37.5% | +11.6% |
| 6M | +24.9% | -33.0% | +57.9% | +25.3% |
| YTD | +23.9% | +84.3% | -60.5% | +8.7% |
| 1Y | +30.8% | +82.0% | -51.2% | +14.2% |
| All | +30.8% | +77.7% | -46.9% | +14.2% |
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