+32.6%
AEP vs CYCU
-99.9%
+132.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | +0.8% | +1.2% | -0.4% | +0.8% |
| 30D | +7.9% | -31.5% | +39.5% | +7.9% |
| 3M | +1.5% | -62.0% | +63.5% | +1.3% |
| 6M | -2.6% | -67.4% | +64.8% | -2.1% |
| YTD | +14.7% | -88.6% | +103.2% | +14.6% |
| 1Y | +10.8% | -88.5% | +99.3% | +10.8% |
| All | +32.6% | -99.9% | +132.5% | +21.9% |
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