+1.4%
CART vs CYCU
-99.9%
+101.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.3% |
| 7D | +1.0% | -8.1% | +9.1% | +1.0% |
| 30D | +12.6% | -43.0% | +55.6% | +12.6% |
| 3M | +23.1% | -50.8% | +74.0% | +26.8% |
| 6M | +39.5% | -74.1% | +113.7% | +45.5% |
| YTD | +13.5% | -84.0% | +97.5% | +20.3% |
| 1Y | +14.9% | -92.2% | +107.1% | +16.9% |
| All | +1.4% | -99.9% | +101.3% | +26.3% |
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