+20.8%
CIFR vs XLU
+42.5%
-21.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.0% | -4.7% | -4.7% |
| 7D | -8.2% | -1.2% | -7.0% | -7.0% |
| 30D | -7.4% | -2.5% | -4.8% | -4.7% |
| 3M | -24.2% | -2.7% | -21.4% | -22.0% |
| 6M | +14.2% | -7.5% | +21.6% | +22.9% |
| YTD | +8.0% | +0.9% | +7.1% | +7.2% |
| 1Y | +55.5% | +3.3% | +52.2% | +53.7% |
| 3Y | +429.6% | +47.3% | +382.3% | +296.4% |
| 5Y | +20.8% | +44.4% | -23.7% | -10.3% |
| All | +20.8% | +42.5% | -21.7% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling