-88.5%
CYCU vs DGX
+45.0%
-133.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -1.8% |
| 7D | +1.2% | +4.1% | -2.9% | +0.4% |
| 30D | -31.5% | +10.5% | -42.0% | -32.9% |
| 3M | -62.0% | +9.8% | -71.9% | -62.7% |
| 6M | -67.4% | +34.6% | -102.0% | -71.7% |
| YTD | -88.6% | +49.8% | -138.4% | -91.1% |
| 1Y | -88.5% | +46.0% | -134.5% | -90.9% |
| All | -88.5% | +45.0% | -133.5% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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