+8.5%
WFC vs CYCU
-99.9%
+108.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -11.1% | +8.1% | -2.9% |
| 7D | 0.0% | -12.0% | +12.0% | +0.1% |
| 30D | +4.0% | -31.5% | +35.5% | +4.2% |
| 3M | -4.4% | -63.9% | +59.6% | -3.9% |
| 6M | +7.4% | -68.6% | +76.0% | +7.2% |
| YTD | -7.5% | -89.9% | +82.3% | -6.1% |
| 1Y | -0.3% | -88.7% | +88.3% | +0.2% |
| All | +8.5% | -99.9% | +108.4% | +21.3% |
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