-88.5%
CYCU vs COPX
+31.7%
-120.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.0% | -5.2% | -6.7% |
| 7D | +1.2% | -3.0% | +4.2% | +4.9% |
| 30D | -31.5% | -13.6% | -17.9% | -16.1% |
| 3M | -62.0% | -11.2% | -50.8% | -56.3% |
| 6M | -67.4% | -2.4% | -65.0% | -65.6% |
| YTD | -88.6% | +4.2% | -92.8% | -87.0% |
| 1Y | -88.5% | +32.2% | -120.7% | -83.7% |
| All | -88.5% | +31.7% | -120.2% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 COPX 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