+146.2%
AAPL vs CIFR
-18.8%
+165.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.9% | -6.8% | +1.7% |
| 7D | +1.8% | +9.4% | -7.6% | +1.2% |
| 30D | +4.3% | -45.3% | +49.6% | +6.5% |
| 3M | +16.6% | -58.7% | +75.3% | +20.2% |
| 6M | +21.6% | -64.9% | +86.6% | +24.9% |
| YTD | +31.2% | -51.8% | +83.0% | +31.3% |
| 1Y | +29.6% | -61.9% | +91.5% | +30.8% |
| 3Y | +93.1% | +138.6% | -45.5% | +64.3% |
| 5Y | +146.2% | -13.0% | +159.2% | +109.7% |
| All | +146.2% | -18.8% | +165.1% | +109.7% |
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