+33.1%
KO vs CYCU
-99.9%
+132.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.8% |
| 7D | -1.8% | -8.1% | +6.3% | -1.8% |
| 30D | +1.4% | -43.0% | +44.4% | +1.4% |
| 3M | +15.4% | -50.8% | +66.2% | +15.6% |
| 6M | +14.3% | -74.1% | +88.4% | +14.2% |
| YTD | +27.7% | -84.0% | +111.6% | +27.2% |
| 1Y | +32.7% | -92.2% | +124.9% | +32.1% |
| All | +33.1% | -99.9% | +132.9% | +27.9% |
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 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