+69.0%
CIFR vs XLU
+3.1%
+65.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +6.0% | +6.2% |
| 7D | -5.0% | -1.6% | -3.4% | -2.2% |
| 30D | -5.7% | -3.3% | -2.4% | +0.1% |
| 3M | -25.5% | -3.2% | -22.4% | -22.4% |
| 6M | +19.4% | -7.0% | +26.4% | +32.8% |
| YTD | +14.2% | +0.6% | +13.5% | -0.6% |
| 1Y | +69.0% | +2.4% | +66.6% | +65.8% |
| All | +69.0% | +3.1% | +65.9% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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