+246.7%
CB vs SIRI
-4.5%
+251.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.3% | +0.3% |
| 7D | -1.0% | -2.6% | +1.6% | -0.6% |
| 30D | +7.3% | +22.2% | -14.9% | +3.9% |
| 3M | +7.0% | +14.1% | -7.1% | +4.6% |
| 6M | +16.3% | +22.5% | -6.2% | +12.3% |
| YTD | +19.7% | +67.9% | -48.1% | +9.4% |
| 1Y | +27.8% | +54.6% | -26.8% | +18.3% |
| 3Y | +72.0% | -21.3% | +93.3% | +73.3% |
| 5Y | +104.9% | -40.4% | +145.2% | +111.5% |
| 10Y | +246.7% | -6.2% | +253.0% | +225.4% |
| All | +246.7% | -4.5% | +251.2% | +225.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling