+471.3%
CIFR vs SCHD
+54.0%
+417.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.2% |
| 7D | -8.2% | -3.1% | -5.1% | -2.9% |
| 30D | -7.4% | -0.8% | -6.6% | -6.8% |
| 3M | -24.2% | +6.2% | -30.4% | -35.9% |
| 6M | +14.2% | +11.8% | +2.4% | -13.6% |
| YTD | +8.0% | +26.0% | -18.0% | -38.1% |
| 1Y | +55.5% | +28.1% | +27.4% | -15.7% |
| All | +471.3% | +54.0% | +417.3% | +78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling