+131.1%
SOXX vs CYCU
-99.9%
+231.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +3.5% |
| 7D | +2.2% | -8.1% | +10.3% | +2.3% |
| 30D | -2.0% | -43.0% | +40.9% | -1.2% |
| 3M | -13.7% | -50.8% | +37.1% | -16.9% |
| 6M | +52.4% | -74.1% | +126.5% | +48.2% |
| YTD | +72.8% | -84.0% | +156.8% | +70.2% |
| 1Y | +113.9% | -92.2% | +206.1% | +106.4% |
| All | +131.1% | -99.9% | +231.0% | +160.1% |
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