+69.0%
CIFR vs SCHD
+28.6%
+40.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.4% | +5.3% | +6.0% |
| 7D | -5.0% | -2.0% | -3.1% | -6.4% |
| 30D | -5.7% | -0.4% | -5.3% | -6.1% |
| 3M | -25.5% | +5.7% | -31.3% | -25.4% |
| 6M | +19.4% | +11.9% | +7.5% | +14.6% |
| YTD | +14.2% | +26.4% | -12.3% | +10.2% |
| 1Y | +69.0% | +27.6% | +41.4% | +61.8% |
| All | +69.0% | +28.6% | +40.4% | +61.8% |
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