-13.4%
BAX vs CYCU
-99.9%
+86.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.1% | +4.0% |
| 7D | +4.1% | +1.2% | +2.9% | +4.1% |
| 30D | +9.4% | -31.5% | +40.9% | +10.0% |
| 3M | -6.5% | -62.0% | +55.6% | -5.5% |
| 6M | +59.6% | -67.4% | +127.0% | +52.5% |
| YTD | +38.9% | -88.6% | +127.5% | +32.2% |
| 1Y | +48.0% | -88.5% | +136.5% | +41.4% |
| All | -13.4% | -99.9% | +86.5% | -33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling