-99.7%
CYCU vs PHM
+20.5%
-120.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.2% |
| 7D | -4.2% | -4.1% | 0.0% | -5.6% |
| 30D | -12.6% | +16.1% | -28.7% | -7.6% |
| 3M | -59.1% | -2.5% | -56.6% | -59.2% |
| 6M | -68.2% | +12.9% | -81.1% | -70.0% |
| YTD | -89.6% | +9.0% | -98.6% | -90.4% |
| 1Y | -93.0% | +8.2% | -101.2% | -93.5% |
| All | -99.7% | +20.5% | -120.2% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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