+107.4%
PSX vs CYCU
-99.9%
+207.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.2% |
| 7D | +4.5% | -8.1% | +12.6% | +4.6% |
| 30D | +26.6% | -43.0% | +69.6% | +26.9% |
| 3M | +39.3% | -50.8% | +90.1% | +39.1% |
| 6M | +56.8% | -74.1% | +130.9% | +58.0% |
| YTD | +101.8% | -84.0% | +185.8% | +105.7% |
| 1Y | +99.6% | -92.2% | +191.8% | +103.0% |
| All | +107.4% | -99.9% | +207.3% | +113.7% |
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