-99.7%
CYCU vs EXR
+11.3%
-111.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.6% |
| 7D | -1.6% | -1.1% | -0.5% | -2.7% |
| 30D | -14.2% | +18.8% | -33.0% | +1.3% |
| 3M | -47.3% | +9.9% | -57.2% | -42.9% |
| 6M | -67.3% | +12.6% | -79.9% | -66.3% |
| YTD | -88.8% | +26.5% | -115.3% | -88.9% |
| 1Y | -90.6% | +24.5% | -115.1% | -90.6% |
| All | -99.7% | +11.3% | -111.0% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 10y: compounded portfolio wealth divided by compounded EXR 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…
10y analysis · Full analysis span regression · 6 months rolling