+38.1%
SOXX vs CYCU
-87.5%
+125.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.7% | -3.2% | +3.4% |
| 7D | -13.1% | -0.4% | -12.7% | -13.1% |
| 30D | -29.7% | -23.6% | -6.1% | -29.4% |
| 3M | -23.0% | -55.3% | +32.3% | -22.2% |
| 6M | -19.1% | -67.8% | +48.7% | -21.5% |
| YTD | +36.2% | -89.2% | +125.4% | +32.6% |
| 1Y | +38.1% | -87.3% | +125.4% | +35.7% |
| All | +38.1% | -87.5% | +125.6% | +35.7% |
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