+18.3%
SHOP vs CYCU
-99.9%
+118.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.2% | +8.5% | +7.3% |
| 7D | -9.0% | +1.2% | -10.2% | -9.0% |
| 30D | -4.4% | -31.5% | +27.1% | -4.5% |
| 3M | +24.1% | -62.0% | +86.2% | +23.8% |
| 6M | +20.0% | -67.4% | +87.4% | +27.9% |
| YTD | -4.9% | -88.6% | +83.7% | +4.9% |
| 1Y | -4.9% | -88.5% | +83.6% | +3.1% |
| All | +18.3% | -99.9% | +118.2% | +63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling