+34.0%
USB vs CYCU
-92.3%
+126.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.3% |
| 7D | +1.4% | -8.1% | +9.5% | +1.4% |
| 30D | -1.3% | -43.0% | +41.7% | -1.3% |
| 3M | +15.2% | -50.8% | +66.1% | +15.9% |
| 6M | +18.8% | -74.1% | +93.0% | +19.7% |
| YTD | +21.0% | -84.0% | +105.0% | +22.0% |
| 1Y | +34.0% | -92.2% | +126.2% | +35.9% |
| All | +34.0% | -92.3% | +126.3% | +35.9% |
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 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