+258.0%
ROIV vs CYCU
-99.9%
+357.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.1% |
| 7D | +3.0% | +1.2% | +1.8% | +3.0% |
| 30D | +6.8% | -31.5% | +38.4% | +7.3% |
| 3M | +10.5% | -62.0% | +72.6% | +11.5% |
| 6M | +34.8% | -67.4% | +102.2% | +32.7% |
| YTD | +76.2% | -88.6% | +164.8% | +75.0% |
| 1Y | +92.4% | -88.5% | +180.9% | +89.2% |
| All | +258.0% | -99.9% | +357.9% | +308.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling