+357.2%
CFG vs SIRI
+4.9%
+352.4%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -0.9% |
| 7D | +2.7% | +4.3% | -1.6% | +1.1% |
| 30D | -3.7% | -2.8% | -0.9% | -2.8% |
| 3M | +9.5% | +5.9% | +3.6% | +6.8% |
| 6M | +22.2% | +31.9% | -9.7% | +9.3% |
| YTD | +22.3% | +48.7% | -26.3% | +4.2% |
| 1Y | +39.4% | +23.2% | +16.2% | +26.7% |
| 3Y | +188.5% | -23.9% | +212.4% | +190.9% |
| 5Y | +101.5% | -43.4% | +145.0% | +108.9% |
| 10Y | +308.6% | -13.6% | +322.2% | +218.4% |
| All | +357.2% | +4.9% | +352.4% | +221.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling