-99.6%
CYCU vs IBB
+51.9%
-151.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | +1.5% |
| 7D | +12.5% | -1.7% | +14.2% | +14.4% |
| 30D | -28.2% | +4.9% | -33.1% | -32.9% |
| 3M | -47.8% | +24.2% | -72.1% | -57.1% |
| 6M | -72.9% | +23.8% | -96.8% | -77.7% |
| YTD | -84.1% | +23.0% | -107.1% | -86.8% |
| 1Y | -91.9% | +46.2% | -138.0% | -93.9% |
| All | -99.6% | +51.9% | -151.5% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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