+234.8%
RCL vs SIMO
+269.6%
-34.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.7% | -8.8% | -1.6% |
| 7D | -5.1% | +4.2% | -9.3% | -5.8% |
| 30D | -19.0% | +4.1% | -23.1% | -20.0% |
| 3M | -9.6% | -12.9% | +3.3% | -9.4% |
| 6M | -6.7% | +110.3% | -117.0% | -24.8% |
| YTD | -3.9% | +178.6% | -182.5% | -29.2% |
| 1Y | -25.1% | +220.0% | -245.1% | -47.3% |
| 3Y | +179.1% | +409.0% | -229.9% | +70.5% |
| All | +234.8% | +269.6% | -34.8% | +126.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling