-99.6%
CYCU vs ITOT
+26.3%
-125.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | +0.2% |
| 7D | +14.2% | -0.4% | +14.6% | +16.0% |
| 30D | -33.4% | -1.6% | -31.8% | -29.5% |
| 3M | -44.6% | +3.5% | -48.2% | -49.0% |
| 6M | -73.6% | +13.1% | -86.8% | -78.4% |
| YTD | -84.3% | +12.7% | -97.1% | -87.0% |
| 1Y | -92.9% | +18.3% | -111.2% | -94.5% |
| All | -99.6% | +26.3% | -125.9% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 all: compounded portfolio wealth divided by compounded ITOT 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…
all analysis · Full analysis span regression · 6 months rolling