-99.6%
CYCU vs HIG
+25.5%
-125.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.4% |
| 7D | -2.5% | -2.3% | -0.2% | -5.6% |
| 30D | -25.6% | -1.2% | -24.4% | -26.6% |
| 3M | -39.7% | +6.3% | -46.0% | -43.7% |
| 6M | -74.6% | +0.6% | -75.1% | -76.0% |
| YTD | -84.1% | +0.6% | -84.8% | -85.0% |
| 1Y | -92.5% | +6.1% | -98.6% | -92.8% |
| All | -99.6% | +25.5% | -125.1% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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