+2.7%
AS vs CYCU
-99.9%
+102.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +5.1% |
| 7D | +13.8% | +1.2% | +12.6% | +13.8% |
| 30D | +16.7% | -31.5% | +48.2% | +16.8% |
| 3M | -11.5% | -62.0% | +50.5% | -11.3% |
| 6M | -5.5% | -67.4% | +61.9% | -3.9% |
| YTD | -14.2% | -88.6% | +74.4% | -10.5% |
| 1Y | +2.1% | -88.5% | +90.6% | +4.3% |
| All | +2.7% | -99.9% | +102.6% | +30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling