-92.2%
CYCU vs WSM
+19.9%
-112.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -0.7% |
| 7D | -8.1% | -3.3% | -4.8% | -9.4% |
| 30D | -43.0% | -8.4% | -34.6% | -44.7% |
| 3M | -50.8% | +9.7% | -60.5% | -49.4% |
| 6M | -74.1% | +16.7% | -90.8% | -73.2% |
| YTD | -84.0% | +28.7% | -112.6% | -80.8% |
| 1Y | -92.2% | +13.7% | -105.9% | -91.9% |
| All | -92.2% | +19.9% | -112.1% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling