+62.2%
P vs CYCU
-99.9%
+162.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.8% | -5.0% |
| 7D | -19.4% | +1.2% | -20.6% | -19.4% |
| 30D | -22.3% | -31.5% | +9.2% | -21.8% |
| 3M | +33.2% | -62.0% | +95.2% | +34.8% |
| 6M | +53.6% | -67.4% | +121.1% | +47.3% |
| YTD | +66.8% | -88.6% | +155.4% | +61.1% |
| 1Y | +17.5% | -88.5% | +106.0% | +11.6% |
| All | +62.2% | -99.9% | +162.1% | +90.9% |
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