+74.9%
CB vs SIRI
-22.7%
+97.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.7% | +1.1% |
| 7D | +2.9% | -1.7% | +4.6% | +3.0% |
| 30D | +7.3% | +21.1% | -13.8% | +6.6% |
| 3M | +9.4% | +14.7% | -5.3% | +8.9% |
| 6M | +19.6% | +22.9% | -3.3% | +18.8% |
| YTD | +21.5% | +65.7% | -44.3% | +19.6% |
| 1Y | +28.0% | +53.5% | -25.5% | +26.2% |
| 3Y | +74.9% | -23.0% | +97.9% | +73.1% |
| All | +74.9% | -22.7% | +97.5% | +73.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling