+100.5%
SIMO vs CPAY
+59.0%
+41.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +3.0% | -12.5% | -8.7% |
| 7D | -16.9% | +5.7% | -22.6% | -15.4% |
| 30D | -35.4% | +4.2% | -39.6% | -34.4% |
| 3M | -31.9% | +5.6% | -37.4% | -30.6% |
| 6M | -19.3% | +34.7% | -54.0% | -14.7% |
| YTD | +98.5% | +39.1% | +59.4% | +107.7% |
| 1Y | +100.5% | +60.3% | +40.2% | +110.0% |
| All | +100.5% | +59.0% | +41.5% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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