+7,423.2%
ORCL vs SIRI
-8.8%
+7,432.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.9% |
| 7D | +10.4% | -3.7% | +14.0% | +10.7% |
| 30D | -11.2% | +20.4% | -31.7% | -12.7% |
| 3M | -16.8% | +12.5% | -29.3% | -17.7% |
| 6M | -31.5% | +23.4% | -54.9% | -32.9% |
| YTD | -33.9% | +65.2% | -99.1% | -37.0% |
| 1Y | -43.3% | +52.4% | -95.6% | -45.6% |
| 3Y | +16.5% | -22.6% | +39.1% | +16.3% |
| 5Y | +45.4% | -41.7% | +87.1% | +46.3% |
| 10Y | +274.0% | -7.8% | +281.8% | +260.1% |
| All | +7,423.2% | -8.8% | +7,432.0% | +5,732.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling