+22.4%
XLB vs CYCU
-99.9%
+122.3%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.5% |
| 7D | +3.9% | +1.2% | +2.7% | +3.9% |
| 30D | +8.9% | -31.5% | +40.4% | +8.9% |
| 3M | +4.1% | -62.0% | +66.2% | +4.2% |
| 6M | +7.3% | -67.4% | +74.7% | +8.1% |
| YTD | +20.4% | -88.6% | +109.0% | +22.2% |
| 1Y | +29.5% | -88.5% | +118.0% | +30.9% |
| All | +22.4% | -99.9% | +122.3% | +33.3% |
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 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