-47.3%
DOCS vs CYCU
-89.2%
+41.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +6.3% |
| 7D | +1.2% | +1.2% | 0.0% | +1.2% |
| 30D | +21.3% | -31.5% | +52.8% | +21.2% |
| 3M | +58.4% | -62.0% | +120.4% | +58.0% |
| 6M | +39.3% | -67.4% | +106.7% | +39.9% |
| YTD | -21.7% | -88.6% | +66.9% | -21.7% |
| 1Y | -47.3% | -88.5% | +41.2% | -48.1% |
| All | -47.3% | -89.2% | +41.8% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CYCU.
Daily Out/Under-Performance
Portfolio return minus CYCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CYCU 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 CYCU 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