+452.3%
SIMO vs CPAY
+49.5%
+402.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.4% | +6.6% |
| 7D | +14.6% | +0.6% | +14.1% | +14.4% |
| 30D | +6.2% | +3.6% | +2.6% | +5.2% |
| 3M | +3.6% | +16.6% | -13.1% | -0.9% |
| 6M | +130.8% | +29.5% | +101.3% | +112.2% |
| YTD | +195.8% | +35.3% | +160.5% | +162.4% |
| 1Y | +225.0% | +30.6% | +194.4% | +192.1% |
| 3Y | +452.3% | +49.7% | +402.6% | +404.1% |
| All | +452.3% | +49.5% | +402.8% | +404.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling