-43.2%
SIRI vs CLBK
+65.6%
-108.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.0% |
| 7D | -3.0% | -1.4% | -1.6% | -2.5% |
| 30D | +1.3% | +4.5% | -3.2% | -0.4% |
| 3M | +5.6% | +22.8% | -17.2% | -2.2% |
| 6M | +35.2% | +43.4% | -8.3% | +18.0% |
| YTD | +49.1% | +64.1% | -15.0% | +23.0% |
| 1Y | +26.8% | +67.6% | -40.8% | +3.5% |
| 3Y | -23.7% | +53.3% | -76.9% | -37.1% |
| 5Y | -41.8% | +44.8% | -86.7% | -54.3% |
| All | -43.2% | +65.6% | -108.8% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 2026-09-10: compounded portfolio wealth divided by compounded CLBK 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 2026-09-10 analysis · Full analysis span regression · 6 months rolling