+13.0%
A vs CYCU
-99.9%
+112.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.6% |
| 7D | -1.9% | -8.1% | +6.1% | -1.9% |
| 30D | +6.9% | -43.0% | +49.9% | +6.9% |
| 3M | +9.2% | -50.8% | +60.1% | +10.5% |
| 6M | +25.7% | -74.1% | +99.8% | +27.4% |
| YTD | +11.5% | -84.0% | +95.5% | +13.4% |
| 1Y | +18.4% | -92.2% | +110.6% | +18.1% |
| All | +13.0% | -99.9% | +112.8% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 10y: compounded portfolio wealth divided by compounded CYCU 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…
10y analysis · Full analysis span regression · 6 months rolling