+56.9%
AMZN vs CIFR
+69.8%
-12.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -8.7% | +6.9% | -1.0% |
| 7D | -1.0% | +11.3% | -12.3% | -2.0% |
| 30D | -9.2% | +3.5% | -12.7% | -10.0% |
| 3M | +3.4% | -26.6% | +30.0% | +4.4% |
| 6M | +18.2% | +18.1% | +0.1% | +13.4% |
| YTD | +9.3% | +14.5% | -5.1% | +4.2% |
| 1Y | +5.9% | +83.3% | -77.4% | -5.1% |
| 3Y | +82.6% | +461.5% | -378.9% | +32.8% |
| 5Y | +44.9% | +29.3% | +15.6% | -1.4% |
| All | +56.9% | +69.8% | -12.9% | +1.1% |
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