+63.9%
IQV vs CYCU
-68.2%
+132.1%
-10.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.6% | +0.4% |
| 7D | -5.5% | +1.2% | -6.7% | -5.5% |
| 30D | -0.9% | -31.5% | +30.7% | -1.1% |
| 3M | +15.6% | -62.0% | +77.6% | +14.9% |
| 6M | +63.9% | -67.4% | +131.3% | +65.9% |
| All | +63.9% | -68.2% | +132.1% | +65.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling