+42.1%
CVX vs CYCU
-99.9%
+142.0%
-20.8%
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 | +3.3% | -8.1% | +11.4% | +3.3% |
| 30D | +12.9% | -43.0% | +55.9% | +12.9% |
| 3M | +11.7% | -50.8% | +62.6% | +12.0% |
| 6M | +14.1% | -74.1% | +88.3% | +14.9% |
| YTD | +40.7% | -84.0% | +124.7% | +42.2% |
| 1Y | +37.5% | -92.2% | +129.7% | +38.9% |
| All | +42.1% | -99.9% | +142.0% | +45.2% |
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