+6.0%
AXP vs CYCU
-99.9%
+105.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -1.1% |
| 7D | -2.1% | -8.1% | +5.9% | -2.1% |
| 30D | -6.5% | -43.0% | +36.4% | -6.3% |
| 3M | +4.6% | -50.8% | +55.5% | +4.8% |
| 6M | +5.4% | -74.1% | +79.5% | +6.7% |
| YTD | -11.1% | -84.0% | +72.8% | -9.1% |
| 1Y | -0.3% | -92.2% | +91.9% | +0.7% |
| All | +6.0% | -99.9% | +105.8% | +18.1% |
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