+3,365.1%
SIMO vs CCEP
+1,449.4%
+1,915.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -3.1% | +11.8% | +10.0% |
| 7D | +4.2% | -3.1% | +7.3% | +5.5% |
| 30D | +4.1% | -2.6% | +6.7% | +5.0% |
| 3M | -12.9% | +14.9% | -27.8% | -19.4% |
| 6M | +110.3% | +2.3% | +108.1% | +103.7% |
| YTD | +178.6% | +17.8% | +160.7% | +151.5% |
| 1Y | +220.0% | +24.2% | +195.8% | +180.2% |
| 3Y | +409.0% | +84.7% | +324.3% | +263.3% |
| 5Y | +277.3% | +103.2% | +174.1% | +149.6% |
| 10Y | +506.6% | +257.4% | +249.2% | +168.1% |
| All | +3,365.1% | +1,449.4% | +1,915.7% | +407.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 all: compounded portfolio wealth divided by compounded CCEP 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…
all analysis · Full analysis span regression · 6 months rolling