+191.8%
AAPL vs CIFR
+69.3%
+122.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.7% | -4.0% | +1.5% |
| 7D | +3.8% | -5.0% | +8.9% | +4.0% |
| 30D | +9.9% | -5.7% | +15.6% | +9.9% |
| 3M | +12.5% | -25.5% | +38.0% | +12.8% |
| 6M | +27.6% | +19.4% | +8.2% | +24.3% |
| YTD | +22.6% | +14.2% | +8.4% | +18.9% |
| 1Y | +45.0% | +69.0% | -24.0% | +36.3% |
| 3Y | +87.8% | +503.9% | -416.2% | +54.6% |
| 5Y | +128.7% | +27.7% | +101.0% | +83.5% |
| All | +191.8% | +69.3% | +122.4% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 CIFR 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