+37.8%
FERG vs CYCU
-99.9%
+137.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +2.7% |
| 7D | +7.7% | +1.2% | +6.5% | +7.7% |
| 30D | +11.5% | -31.5% | +43.0% | +11.6% |
| 3M | -2.4% | -62.0% | +59.7% | -2.2% |
| 6M | -4.0% | -67.4% | +63.4% | -3.2% |
| YTD | +13.4% | -88.6% | +101.9% | +15.1% |
| 1Y | +3.1% | -88.5% | +91.6% | +4.2% |
| All | +37.8% | -99.9% | +137.7% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling