-99.7%
CYCU vs LII
-42.5%
-57.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.7% |
| 7D | -1.6% | -2.3% | +0.7% | -2.4% |
| 30D | -14.2% | -1.7% | -12.5% | -14.3% |
| 3M | -47.3% | -18.3% | -29.0% | -50.1% |
| 6M | -67.3% | -32.3% | -35.0% | -66.7% |
| YTD | -88.8% | -27.1% | -61.7% | -88.8% |
| 1Y | -90.6% | -27.2% | -63.4% | -90.6% |
| All | -99.7% | -42.5% | -57.2% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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