+12.2%
SHOP vs CYCU
-99.9%
+112.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.5% |
| 7D | -5.1% | -8.1% | +2.9% | -5.1% |
| 30D | +0.6% | -43.0% | +43.6% | +0.4% |
| 3M | +25.0% | -50.8% | +75.9% | +33.1% |
| 6M | +11.9% | -74.1% | +86.0% | +21.1% |
| YTD | -9.9% | -84.0% | +74.1% | -0.5% |
| 1Y | 0.0% | -92.2% | +92.2% | +7.8% |
| All | +12.2% | -99.9% | +112.1% | +55.2% |
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