+109.8%
AAPL vs CIFR
+38.5%
+71.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.7% | +8.4% | +0.1% |
| 7D | -3.0% | +11.3% | -14.3% | -3.5% |
| 30D | +2.3% | +3.5% | -1.2% | +1.9% |
| 3M | +8.6% | -26.6% | +35.3% | +9.0% |
| 6M | +21.6% | +18.1% | +3.5% | +18.5% |
| YTD | +16.3% | +14.5% | +1.8% | +12.9% |
| 1Y | +35.1% | +83.3% | -48.2% | +26.4% |
| 3Y | +79.4% | +461.5% | -382.1% | +48.2% |
| 5Y | +109.8% | +29.3% | +80.5% | +65.6% |
| All | +109.8% | +38.5% | +71.3% | +65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling