+79.2%
ULTA vs CYCU
-99.9%
+179.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.2% | +5.2% | +4.1% |
| 7D | +6.7% | +1.2% | +5.5% | +6.7% |
| 30D | +21.7% | -31.5% | +53.3% | +22.1% |
| 3M | +21.5% | -62.0% | +83.5% | +22.2% |
| 6M | +27.5% | -67.4% | +95.0% | +29.3% |
| YTD | +9.2% | -88.6% | +97.8% | +14.1% |
| 1Y | +27.9% | -88.5% | +116.4% | +32.6% |
| All | +79.2% | -99.9% | +179.1% | +98.9% |
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