+35.2%
XLV vs CYCU
-99.9%
+135.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.2% | +3.1% |
| 7D | +5.5% | +1.2% | +4.3% | +5.5% |
| 30D | +13.3% | -31.5% | +44.8% | +13.2% |
| 3M | +17.4% | -62.0% | +79.5% | +17.2% |
| 6M | +32.1% | -67.4% | +99.6% | +33.7% |
| YTD | +24.0% | -88.6% | +112.6% | +25.3% |
| 1Y | +32.9% | -88.5% | +121.4% | +34.1% |
| All | +35.2% | -99.9% | +135.1% | +35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling