-88.5%
CYCU vs WSM
+44.0%
-132.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.5% | -7.6% | +1.1% |
| 7D | +1.2% | +8.0% | -6.8% | +4.2% |
| 30D | -31.5% | +13.5% | -45.0% | -28.2% |
| 3M | -62.0% | +8.8% | -70.9% | -60.7% |
| 6M | -67.4% | +54.7% | -122.1% | -63.9% |
| YTD | -88.6% | +53.3% | -141.9% | -84.7% |
| 1Y | -88.5% | +41.1% | -129.6% | -87.4% |
| All | -88.5% | +44.0% | -132.5% | -87.4% |
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