+46.6%
XLE vs CYCU
-99.9%
+146.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.6% | -4.7% |
| 7D | -7.2% | +1.2% | -8.4% | -7.2% |
| 30D | +0.1% | -31.5% | +31.6% | +0.2% |
| 3M | +9.2% | -62.0% | +71.2% | +9.3% |
| 6M | +8.4% | -67.4% | +75.8% | +8.7% |
| YTD | +44.9% | -88.6% | +133.5% | +46.7% |
| 1Y | +49.9% | -88.5% | +138.4% | +51.6% |
| All | +46.6% | -99.9% | +146.5% | +52.0% |
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