+23.8%
V vs CYCU
-99.9%
+123.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.2% | +5.0% | +3.8% |
| 7D | +9.0% | +1.2% | +7.8% | +9.0% |
| 30D | +18.1% | -31.5% | +49.6% | +18.1% |
| 3M | +18.3% | -62.0% | +80.4% | +18.3% |
| 6M | +34.1% | -67.4% | +101.5% | +35.0% |
| YTD | +25.2% | -88.6% | +113.8% | +26.4% |
| 1Y | +29.3% | -88.5% | +117.8% | +30.1% |
| All | +23.8% | -99.9% | +123.7% | +28.9% |
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