+87.0%
CIFR vs XLU
+62.3%
+24.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.5% | +3.6% |
| 7D | +26.7% | +2.1% | +24.6% | +24.7% |
| 30D | +7.7% | -0.4% | +8.1% | +8.4% |
| 3M | -23.8% | +0.5% | -24.3% | -24.2% |
| 6M | +35.9% | -5.8% | +41.7% | +42.5% |
| YTD | +25.4% | +3.1% | +22.3% | +22.4% |
| 1Y | +139.8% | +8.1% | +131.7% | +129.8% |
| 3Y | +515.0% | +50.5% | +464.4% | +379.7% |
| 5Y | +52.1% | +44.7% | +7.4% | +21.0% |
| All | +87.0% | +62.3% | +24.7% | +47.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling