-99.7%
CYCU vs DOC
+15.5%
-115.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +7.1% |
| 7D | -0.4% | +6.5% | -6.9% | +3.8% |
| 30D | -23.6% | +9.2% | -32.8% | -18.7% |
| 3M | -55.3% | -2.5% | -52.8% | -55.9% |
| 6M | -67.8% | +7.1% | -74.9% | -70.1% |
| YTD | -89.2% | +33.0% | -122.2% | -89.9% |
| 1Y | -87.3% | +23.3% | -110.6% | -88.3% |
| All | -99.7% | +15.5% | -115.2% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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