+21.0%
SCHG vs CYCU
-99.9%
+120.9%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.3% |
| 7D | -2.5% | +1.2% | -3.7% | -2.5% |
| 30D | -5.4% | -31.5% | +26.1% | -5.3% |
| 3M | -2.2% | -62.0% | +59.9% | -1.8% |
| 6M | +5.2% | -67.4% | +72.6% | +5.2% |
| YTD | +6.8% | -88.6% | +95.4% | +8.0% |
| 1Y | +5.9% | -88.5% | +94.4% | +6.5% |
| All | +21.0% | -99.9% | +120.9% | +35.8% |
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