+292.2%
RCL vs SIMO
+170.3%
+121.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.6% | +6.0% | +1.2% |
| 7D | -1.2% | +4.1% | -5.3% | -1.9% |
| 30D | +17.8% | -24.0% | +41.8% | +21.7% |
| 3M | +4.9% | -31.8% | +36.7% | +9.0% |
| 6M | +23.7% | -36.9% | +60.6% | +27.1% |
| YTD | +17.8% | +84.8% | -67.0% | -9.2% |
| 1Y | +28.9% | +99.0% | -70.1% | -2.9% |
| 3Y | +241.9% | +217.9% | +23.9% | +121.0% |
| All | +292.2% | +170.3% | +121.9% | +157.5% |
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