+80.2%
XBI vs CYCU
-99.9%
+180.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.0% | -0.3% |
| 7D | +0.9% | -8.1% | +8.9% | +0.9% |
| 30D | +7.1% | -43.0% | +50.0% | +7.4% |
| 3M | +22.9% | -50.8% | +73.7% | +22.6% |
| 6M | +29.7% | -74.1% | +103.8% | +30.3% |
| YTD | +34.5% | -84.0% | +118.4% | +36.2% |
| 1Y | +76.1% | -92.2% | +168.3% | +74.1% |
| All | +80.2% | -99.9% | +180.1% | +98.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling