+8,973.1%
SIMO vs CPAY
+1,565.5%
+7,407.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.8% | +9.5% | +9.0% |
| 7D | +4.2% | +2.1% | +2.1% | +3.5% |
| 30D | +4.1% | +5.5% | -1.4% | +2.0% |
| 3M | -12.9% | +16.6% | -29.4% | -18.2% |
| 6M | +110.3% | +26.7% | +83.7% | +89.5% |
| YTD | +178.6% | +38.4% | +140.2% | +139.4% |
| 1Y | +220.0% | +30.1% | +189.9% | +180.0% |
| 3Y | +409.0% | +52.6% | +356.4% | +313.9% |
| 5Y | +277.3% | +59.0% | +218.3% | +194.1% |
| 10Y | +506.6% | +148.4% | +358.2% | +264.2% |
| All | +8,973.1% | +1,565.5% | +7,407.6% | +1,874.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling