-99.6%
CYCU vs CASY
+46.5%
-146.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -14.2% | +12.8% | +0.9% |
| 7D | +14.2% | -16.5% | +30.7% | +17.5% |
| 30D | -33.4% | -26.4% | -7.0% | -29.9% |
| 3M | -44.6% | -17.3% | -27.3% | -44.0% |
| 6M | -73.6% | -5.2% | -68.4% | -75.0% |
| YTD | -84.3% | +14.1% | -98.4% | -86.3% |
| 1Y | -92.9% | +16.6% | -109.6% | -93.9% |
| All | -99.6% | +46.5% | -146.1% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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