+20.8%
CIFR vs EFA
+51.0%
-30.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.8% | -4.8% | -3.9% |
| 7D | -8.2% | -2.4% | -5.9% | -3.2% |
| 30D | -7.4% | -2.2% | -5.1% | -2.1% |
| 3M | -24.2% | +5.7% | -29.8% | -31.6% |
| 6M | +14.2% | +8.2% | +6.0% | +0.7% |
| YTD | +8.0% | +11.8% | -3.8% | -9.1% |
| 1Y | +55.5% | +18.3% | +37.2% | +17.7% |
| 3Y | +429.6% | +64.9% | +364.6% | +132.1% |
| 5Y | +20.8% | +52.4% | -31.6% | -37.1% |
| All | +20.8% | +51.0% | -30.2% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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