-88.5%
CYCU vs XHB
+5.8%
-94.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.4% | -6.6% | -2.0% |
| 7D | +1.2% | +9.7% | -8.5% | -0.6% |
| 30D | -31.5% | +11.7% | -43.2% | -33.0% |
| 3M | -62.0% | -1.4% | -60.7% | -61.7% |
| 6M | -67.4% | +6.8% | -74.2% | -67.4% |
| YTD | -88.6% | +5.5% | -94.1% | -88.1% |
| 1Y | -88.5% | +5.1% | -93.6% | -87.8% |
| All | -88.5% | +5.8% | -94.3% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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