+368.8%
ORCL vs SIRI
-14.2%
+383.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | +10.9% | -3.9% | +14.8% | +11.6% |
| 30D | +7.0% | -0.8% | +7.8% | +7.1% |
| 3M | -21.2% | +4.3% | -25.5% | -22.0% |
| 6M | +7.4% | +34.1% | -26.7% | +1.9% |
| YTD | -16.3% | +47.3% | -63.6% | -22.2% |
| 1Y | -32.3% | +22.9% | -55.2% | -35.4% |
| 3Y | +32.6% | -24.6% | +57.1% | +32.2% |
| 5Y | +93.1% | -43.2% | +136.3% | +96.5% |
| 10Y | +368.8% | -12.3% | +381.1% | +287.2% |
| All | +368.8% | -14.2% | +383.0% | +287.2% |
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