+75.0%
XBI vs CYCU
-99.9%
+174.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.8% | +2.7% |
| 7D | +1.0% | +1.2% | -0.2% | +1.0% |
| 30D | +1.9% | -31.5% | +33.4% | +2.1% |
| 3M | +4.8% | -62.0% | +66.8% | +5.3% |
| 6M | +19.3% | -67.4% | +86.7% | +19.3% |
| YTD | +30.6% | -88.6% | +119.2% | +32.5% |
| 1Y | +47.9% | -88.5% | +136.4% | +48.9% |
| All | +75.0% | -99.9% | +174.9% | +93.1% |
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