+218.3%
CB vs SIRI
-12.1%
+230.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.4% |
| 7D | -0.5% | -3.9% | +3.4% | +0.1% |
| 30D | -3.1% | -0.8% | -2.2% | -3.0% |
| 3M | +4.2% | +4.3% | -0.1% | +3.3% |
| 6M | +4.7% | +34.1% | -29.3% | -0.6% |
| YTD | +8.8% | +47.3% | -38.5% | +1.6% |
| 1Y | +22.6% | +22.9% | -0.3% | +17.6% |
| 3Y | +70.6% | -24.6% | +95.2% | +70.8% |
| 5Y | +99.4% | -43.2% | +142.6% | +103.5% |
| All | +218.3% | -12.1% | +230.3% | +186.1% |
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