-99.6%
CYCU vs XHB
-5.5%
-94.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.6% |
| 7D | +14.2% | -1.9% | +16.1% | +15.5% |
| 30D | -33.4% | -8.3% | -25.0% | -30.2% |
| 3M | -44.6% | -7.1% | -37.5% | -41.9% |
| 6M | -73.6% | -5.3% | -68.4% | -72.9% |
| YTD | -84.3% | -3.2% | -81.1% | -84.3% |
| 1Y | -92.9% | -13.9% | -79.1% | -92.3% |
| All | -99.6% | -5.5% | -94.1% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling