-99.6%
CYCU vs WSM
+8.1%
-107.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -6.0% | -5.0% |
| 7D | -5.9% | -0.5% | -5.4% | -5.9% |
| 30D | -32.9% | -7.7% | -25.1% | -32.1% |
| 3M | -33.9% | +3.8% | -37.7% | -34.7% |
| 6M | -75.4% | +22.7% | -98.0% | -76.8% |
| YTD | -84.9% | +28.0% | -112.9% | -85.8% |
| 1Y | -93.2% | +12.7% | -106.0% | -93.5% |
| All | -99.6% | +8.1% | -107.7% | -99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling