-99.6%
CYCU vs PFG
+41.4%
-141.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.6% |
| 7D | +14.2% | +3.2% | +11.0% | +11.6% |
| 30D | -33.4% | +0.9% | -34.3% | -33.6% |
| 3M | -44.6% | +7.7% | -52.3% | -46.9% |
| 6M | -73.6% | +29.0% | -102.6% | -77.4% |
| YTD | -84.3% | +32.5% | -116.8% | -86.7% |
| 1Y | -92.9% | +47.3% | -140.3% | -94.3% |
| All | -99.6% | +41.4% | -141.0% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 5y: compounded portfolio wealth divided by compounded PFG 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…
5y analysis · Full analysis span regression · 6 months rolling