+62.2%
JCI vs CYCU
-99.9%
+162.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +1.9% |
| 7D | +3.8% | -8.1% | +11.9% | +3.9% |
| 30D | -5.7% | -43.0% | +37.3% | -5.4% |
| 3M | -1.4% | -50.8% | +49.4% | -2.7% |
| 6M | +4.1% | -74.1% | +78.3% | +3.2% |
| YTD | +21.7% | -84.0% | +105.7% | +21.4% |
| 1Y | +36.1% | -92.2% | +128.4% | +32.6% |
| All | +62.2% | -99.9% | +162.1% | +86.5% |
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 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