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  • CIFU vs SPY✓SelectedUSD · SPYCIFU vs SPY performance historyLatest closeAs of-10.79%09/10
Stock and ETF performance explorer

CIFU vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-60.4%
SPY return
+16.6%
Excess return
-77.0%
Maximum drawdown
-82.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-10.8%-0.6%-10.2%-5.8%
7D-17.5%-2.0%-15.5%-2.1%
30D-24.8%-1.7%-23.1%-12.1%
3M-63.6%+4.7%-68.4%-76.1%
6M-38.9%+12.5%-51.4%-72.9%
YTD-57.6%+11.7%-69.3%-79.4%
All-60.4%+16.6%-77.0%-88.5%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 SPY 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