-7.2%
IBM vs CYCU
-99.9%
+92.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.1% |
| 7D | -0.3% | -8.1% | +7.8% | -0.3% |
| 30D | +0.3% | -43.0% | +43.3% | +0.2% |
| 3M | -21.6% | -50.8% | +29.2% | -19.6% |
| 6M | -4.7% | -74.1% | +69.4% | -1.6% |
| YTD | -19.1% | -84.0% | +64.9% | -15.8% |
| 1Y | -2.5% | -92.2% | +89.7% | +1.2% |
| All | -7.2% | -99.9% | +92.7% | -3.4% |
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