-99.6%
CYCU vs CASY
+70.8%
-170.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.0% | +2.1% | -0.3% |
| 7D | +12.5% | -4.4% | +16.9% | +13.4% |
| 30D | -28.2% | -12.0% | -16.1% | -26.4% |
| 3M | -47.8% | -2.3% | -45.5% | -48.8% |
| 6M | -72.9% | +10.5% | -83.4% | -74.9% |
| YTD | -84.1% | +33.0% | -117.1% | -86.4% |
| 1Y | -91.9% | +41.1% | -133.0% | -93.2% |
| All | -99.6% | +70.8% | -170.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling