+0.7%
XLY vs CYCU
-87.5%
+88.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.7% | -6.7% | -0.1% |
| 7D | +1.9% | -0.4% | +2.3% | +1.9% |
| 30D | +5.6% | -23.6% | +29.2% | +5.6% |
| 3M | -0.2% | -55.3% | +55.1% | -0.2% |
| 6M | -1.5% | -67.8% | +66.3% | -1.2% |
| YTD | -0.9% | -89.2% | +88.3% | -1.1% |
| 1Y | +0.7% | -87.3% | +88.0% | +0.9% |
| All | +0.7% | -87.5% | +88.2% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling