+177.9%
ROIV vs CYCU
-92.3%
+270.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.5% |
| 7D | +0.6% | -8.1% | +8.7% | +0.7% |
| 30D | +1.0% | -43.0% | +43.9% | +1.4% |
| 3M | +18.3% | -50.8% | +69.1% | +15.3% |
| 6M | +18.3% | -74.1% | +92.4% | +15.0% |
| YTD | +61.0% | -84.0% | +144.9% | +54.5% |
| 1Y | +177.9% | -92.2% | +270.1% | +168.1% |
| All | +177.9% | -92.3% | +270.1% | +168.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling