+8.4%
NRG vs CYCU
-99.9%
+108.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.4% | +7.8% | +6.4% |
| 7D | +7.1% | -8.1% | +15.2% | +7.2% |
| 30D | -1.4% | -43.0% | +41.6% | -0.6% |
| 3M | -10.5% | -50.8% | +40.4% | -13.5% |
| 6M | -26.7% | -74.1% | +47.4% | -28.6% |
| YTD | -24.5% | -84.0% | +59.4% | -25.8% |
| 1Y | -18.6% | -92.2% | +73.7% | -22.1% |
| All | +8.4% | -99.9% | +108.3% | +24.0% |
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