+139.7%
CIFR vs SCHD
+30.7%
+109.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +1.5% |
| 7D | +16.9% | -0.3% | +17.2% | +16.6% |
| 30D | -5.2% | +3.4% | -8.6% | -3.1% |
| 3M | -30.6% | +7.6% | -38.2% | -28.9% |
| 6M | +10.6% | +12.2% | -1.6% | +8.7% |
| YTD | +20.2% | +29.0% | -8.8% | +20.0% |
| 1Y | +139.7% | +30.3% | +109.4% | +139.9% |
| All | +139.7% | +30.7% | +109.1% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 1y: compounded portfolio wealth divided by compounded SCHD 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…
1y analysis · Full analysis span regression · 6 months rolling