-99.6%
CYCU vs LPLA
-6.6%
-93.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.8% | +1.5% |
| 7D | -2.5% | -3.7% | +1.2% | -0.5% |
| 30D | -25.6% | -6.4% | -19.2% | -22.6% |
| 3M | -39.7% | +20.2% | -59.9% | -46.0% |
| 6M | -74.6% | +12.8% | -87.4% | -76.4% |
| YTD | -84.1% | -2.5% | -81.6% | -84.1% |
| 1Y | -92.5% | +1.9% | -94.4% | -92.7% |
| All | -99.6% | -6.6% | -93.0% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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