+45.1%
SHEL vs CYCU
-99.9%
+145.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.7% |
| 7D | +2.2% | -8.1% | +10.3% | +2.3% |
| 30D | +6.8% | -43.0% | +49.8% | +7.0% |
| 3M | +8.1% | -50.8% | +58.9% | +6.7% |
| 6M | +14.4% | -74.1% | +88.5% | +13.1% |
| YTD | +30.0% | -84.0% | +113.9% | +28.8% |
| 1Y | +33.3% | -92.2% | +125.5% | +32.2% |
| All | +45.1% | -99.9% | +145.0% | +45.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling