+305.2%
CG vs SIRI
-10.2%
+315.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.0% |
| 7D | -9.9% | +0.6% | -10.4% | -10.0% |
| 30D | -11.7% | +2.5% | -14.2% | -12.4% |
| 3M | -4.3% | +6.6% | -10.9% | -6.5% |
| 6M | -8.8% | +32.9% | -41.6% | -17.2% |
| YTD | -26.9% | +50.5% | -77.3% | -36.6% |
| 1Y | -35.4% | +28.0% | -63.4% | -41.2% |
| 3Y | +43.0% | -22.4% | +65.4% | +42.4% |
| 5Y | +1.9% | -41.3% | +43.2% | +4.7% |
| All | +305.2% | -10.2% | +315.4% | +224.5% |
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 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