-99.6%
CYCU vs HRB
-8.4%
-91.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.5% | -5.4% | -4.2% |
| 7D | -5.9% | -8.0% | +2.1% | -15.3% |
| 30D | -32.9% | -16.0% | -16.9% | -46.3% |
| 3M | -33.9% | +26.9% | -60.8% | -30.8% |
| 6M | -75.4% | +51.1% | -126.5% | -73.5% |
| YTD | -84.9% | +7.1% | -92.0% | -85.8% |
| 1Y | -93.2% | -9.6% | -83.6% | -94.1% |
| All | -99.6% | -8.4% | -91.2% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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