+20.8%
CIFR vs XBI
+18.4%
+2.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.6% | -4.1% | -3.8% |
| 7D | -8.2% | -4.6% | -3.6% | -2.8% |
| 30D | -7.4% | -0.8% | -6.6% | -7.2% |
| 3M | -24.2% | +21.8% | -46.0% | -41.8% |
| 6M | +14.2% | +23.2% | -9.0% | -12.8% |
| YTD | +8.0% | +28.7% | -20.7% | -21.7% |
| 1Y | +55.5% | +67.8% | -12.3% | -17.8% |
| 3Y | +429.6% | +100.6% | +328.9% | +155.3% |
| 5Y | +20.8% | +19.8% | +0.9% | -23.0% |
| All | +20.8% | +18.4% | +2.4% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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