+6.8%
CLF vs CYCU
-99.9%
+106.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.2% | -8.0% | -9.2% |
| 7D | -7.9% | +1.2% | -9.1% | -7.9% |
| 30D | +5.2% | -31.5% | +36.8% | +5.6% |
| 3M | +4.3% | -62.0% | +66.4% | +5.1% |
| 6M | +25.3% | -67.4% | +92.7% | +26.4% |
| YTD | -3.3% | -88.6% | +85.3% | +1.2% |
| 1Y | +20.2% | -88.5% | +108.7% | +22.1% |
| All | +6.8% | -99.9% | +106.7% | +33.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling