-99.7%
CYCU vs LPLA
-21.3%
-78.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.1% |
| 7D | -4.2% | -0.9% | -3.3% | -3.6% |
| 30D | -12.6% | -9.5% | -3.1% | -9.5% |
| 3M | -59.1% | -21.9% | -37.2% | -54.1% |
| 6M | -68.2% | -2.6% | -65.6% | -68.7% |
| YTD | -89.6% | -17.8% | -71.8% | -88.8% |
| 1Y | -93.0% | -21.2% | -71.9% | -92.3% |
| All | -99.7% | -21.3% | -78.4% | -99.6% |
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