-99.6%
CYCU vs USHY
+8.7%
-108.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -5.0% |
| 7D | -5.9% | -0.7% | -5.2% | -1.7% |
| 30D | -32.9% | -0.7% | -32.2% | -29.7% |
| 3M | -33.9% | +0.1% | -34.0% | -33.5% |
| 6M | -75.4% | +1.8% | -77.1% | -76.3% |
| YTD | -84.9% | +1.8% | -86.7% | -85.4% |
| 1Y | -93.2% | +3.3% | -96.5% | -93.6% |
| All | -99.6% | +8.7% | -108.3% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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