+549.0%
SIMO vs CPAY
+155.3%
+393.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.7% |
| 7D | +12.5% | -2.7% | +15.2% | +13.3% |
| 30D | +18.4% | +0.6% | +17.8% | +18.0% |
| 3M | +5.6% | +17.0% | -11.4% | -0.2% |
| 6M | +116.9% | +24.1% | +92.8% | +99.5% |
| YTD | +188.4% | +35.7% | +152.7% | +154.3% |
| 1Y | +221.3% | +34.0% | +187.3% | +183.3% |
| 3Y | +438.6% | +50.3% | +388.3% | +353.7% |
| 5Y | +287.9% | +56.7% | +231.2% | +215.3% |
| All | +549.0% | +155.3% | +393.7% | +347.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling