+3.5%
SRE vs CYCU
-99.9%
+103.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.9% |
| 7D | -2.1% | +1.2% | -3.3% | -2.1% |
| 30D | +6.1% | -31.5% | +37.6% | +6.2% |
| 3M | -3.5% | -62.0% | +58.5% | -3.3% |
| 6M | -10.8% | -67.4% | +56.6% | -10.8% |
| YTD | -4.0% | -88.6% | +84.6% | -3.2% |
| 1Y | -7.7% | -88.5% | +80.8% | -7.3% |
| All | +3.5% | -99.9% | +103.4% | +8.2% |
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