+52.5%
JBL vs CYCU
-99.9%
+152.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.2% | -3.7% | -4.8% |
| 7D | -11.1% | +1.2% | -12.3% | -11.1% |
| 30D | -14.1% | -31.5% | +17.4% | -13.6% |
| 3M | -23.9% | -62.0% | +38.1% | -23.1% |
| 6M | -24.1% | -67.4% | +43.3% | -26.7% |
| YTD | +13.5% | -88.6% | +102.1% | +10.4% |
| 1Y | +23.7% | -88.5% | +112.2% | +19.8% |
| All | +52.5% | -99.9% | +152.4% | +70.3% |
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