+15.3%
EXC vs CYCU
-99.9%
+115.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.6% |
| 7D | +3.3% | +1.2% | +2.1% | +3.3% |
| 30D | +13.3% | -31.5% | +44.8% | +13.1% |
| 3M | +1.8% | -62.0% | +63.9% | +1.4% |
| 6M | +1.1% | -67.4% | +68.5% | +2.8% |
| YTD | +9.0% | -88.6% | +97.6% | +10.4% |
| 1Y | +3.4% | -88.5% | +91.9% | +5.0% |
| All | +15.3% | -99.9% | +115.2% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling