-99.6%
CYCU vs EFV
+52.2%
-151.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.4% | +2.3% |
| 7D | -2.5% | -2.0% | -0.5% | +5.2% |
| 30D | -25.6% | -0.2% | -25.4% | -24.5% |
| 3M | -39.7% | +9.1% | -48.9% | -43.0% |
| 6M | -74.6% | +11.7% | -86.3% | -76.3% |
| YTD | -84.1% | +17.0% | -101.2% | -85.5% |
| 1Y | -92.5% | +26.7% | -119.2% | -93.4% |
| All | -99.6% | +52.2% | -151.7% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 3y: compounded portfolio wealth divided by compounded EFV 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…
3y analysis · Full analysis span regression · 6 months rolling