-88.5%
CYCU vs CHD
+30.9%
-119.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | +6.4% |
| 7D | +1.2% | +6.9% | -5.7% | +23.1% |
| 30D | -31.5% | +17.1% | -48.6% | +11.4% |
| 3M | -62.0% | +9.1% | -71.1% | -50.5% |
| 6M | -67.4% | +21.4% | -88.8% | -47.3% |
| YTD | -88.6% | +34.9% | -123.5% | -82.1% |
| 1Y | -88.5% | +31.0% | -119.5% | -81.5% |
| All | -88.5% | +30.9% | -119.4% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling