+219.2%
CB vs SIRI
-11.0%
+230.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.1% |
| 7D | -2.8% | -3.0% | +0.2% | -2.3% |
| 30D | -2.4% | +1.3% | -3.7% | -2.7% |
| 3M | +2.8% | +5.6% | -2.9% | +1.7% |
| 6M | +4.8% | +35.2% | -30.4% | -0.6% |
| YTD | +9.2% | +49.1% | -39.9% | +1.7% |
| 1Y | +22.8% | +26.8% | -4.0% | +17.2% |
| 3Y | +71.1% | -23.7% | +94.8% | +71.0% |
| 5Y | +101.0% | -41.8% | +142.8% | +103.8% |
| All | +219.2% | -11.0% | +230.3% | +186.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SIRI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling