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  • RIG vs SIMO✓SelectedUSD · SIMORIG vs SIMO performance historyLatest closeAs of-0.87%09/09
Stock and ETF performance explorer

RIG vs SIMO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+81.8%
SIMO return
+234.0%
Excess return
-152.1%
Maximum drawdown
-35.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSIMOExcessAlpha
1D-0.9%+2.1%-3.0%-1.0%
7D-8.2%+14.5%-22.7%-9.2%
30D-0.2%+20.4%-20.6%-1.9%
3M-2.7%+7.1%-9.9%-4.6%
6M-7.5%+129.2%-136.7%-22.6%
YTD+38.3%+201.9%-163.7%+4.2%
1Y+81.8%+235.5%-153.7%+32.3%
All+81.8%+234.0%-152.1%+32.3%

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