+21.8%
XLV vs CYCU
-99.9%
+121.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.3% | -1.0% |
| 7D | +0.2% | -8.1% | +8.2% | +0.2% |
| 30D | +4.4% | -43.0% | +47.4% | +4.3% |
| 3M | +13.2% | -50.8% | +64.1% | +14.6% |
| 6M | +10.1% | -74.1% | +84.2% | +11.3% |
| YTD | +11.7% | -84.0% | +95.7% | +12.9% |
| 1Y | +26.9% | -92.2% | +119.2% | +27.2% |
| All | +21.8% | -99.9% | +121.6% | +22.2% |
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