+51.0%
CIFR vs SO
+58.2%
-7.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.9% | +2.1% |
| 7D | +16.9% | -0.2% | +17.1% | +16.9% |
| 30D | -5.2% | -4.6% | -0.6% | -5.5% |
| 3M | -30.6% | -3.0% | -27.5% | -31.0% |
| 6M | +10.6% | -8.3% | +18.9% | +10.1% |
| YTD | +20.2% | +3.5% | +16.7% | +19.6% |
| 1Y | +139.7% | -0.9% | +140.7% | +138.8% |
| 3Y | +489.4% | +45.4% | +444.0% | +421.7% |
| All | +51.0% | +58.2% | -7.2% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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