+9,263.1%
ORCL vs SIRI
-17.3%
+9,280.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.6% | +5.7% | +3.3% |
| 7D | +5.3% | +1.6% | +3.7% | +5.1% |
| 30D | +10.0% | -4.7% | +14.7% | +10.4% |
| 3M | -32.6% | +5.3% | -37.9% | -33.0% |
| 6M | +4.9% | +30.5% | -25.6% | +2.4% |
| YTD | -17.8% | +49.6% | -67.4% | -20.9% |
| 1Y | -28.0% | +28.5% | -56.5% | -30.0% |
| 3Y | +36.0% | -27.5% | +63.5% | +36.5% |
| 5Y | +88.7% | -44.7% | +133.4% | +91.0% |
| 10Y | +346.9% | -12.6% | +359.5% | +333.0% |
| All | +9,263.1% | -17.3% | +9,280.4% | +7,231.6% |
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