+14.7%
XLU vs CYCU
-99.9%
+114.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.4% |
| 7D | +2.6% | +1.2% | +1.4% | +2.6% |
| 30D | +9.1% | -31.5% | +40.6% | +9.1% |
| 3M | -0.4% | -62.0% | +61.6% | -0.4% |
| 6M | -4.7% | -67.4% | +62.8% | -4.2% |
| YTD | +4.3% | -88.6% | +92.9% | +4.9% |
| 1Y | +1.0% | -88.5% | +89.5% | +1.4% |
| All | +14.7% | -99.9% | +114.6% | +15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling