+31.8%
BMY vs CYCU
-99.9%
+131.6%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.9% |
| 7D | +0.4% | -8.1% | +8.4% | +0.4% |
| 30D | +5.0% | -43.0% | +48.0% | +5.1% |
| 3M | +19.4% | -50.8% | +70.2% | +16.4% |
| 6M | +9.5% | -74.1% | +83.7% | +6.1% |
| YTD | +28.1% | -84.0% | +112.0% | +23.1% |
| 1Y | +50.0% | -92.2% | +142.2% | +43.7% |
| All | +31.8% | -99.9% | +131.6% | +17.0% |
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