-99.6%
CYCU vs LII
-37.0%
-62.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | -1.2% |
| 7D | +12.5% | +2.1% | +10.4% | +13.0% |
| 30D | -28.2% | -12.4% | -15.8% | -30.9% |
| 3M | -47.8% | -24.8% | -23.0% | -46.0% |
| 6M | -72.9% | -25.2% | -47.7% | -72.2% |
| YTD | -84.1% | -20.3% | -63.9% | -83.8% |
| 1Y | -91.9% | -32.9% | -58.9% | -91.3% |
| All | -99.6% | -37.0% | -62.5% | -99.4% |
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