+42.8%
XOP vs CYCU
-99.9%
+142.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.8% |
| 7D | +2.6% | -8.1% | +10.6% | +2.6% |
| 30D | +15.4% | -43.0% | +58.4% | +15.7% |
| 3M | +12.1% | -50.8% | +62.9% | +12.0% |
| 6M | +19.7% | -74.1% | +93.8% | +20.6% |
| YTD | +52.4% | -84.0% | +136.4% | +55.0% |
| 1Y | +47.6% | -92.2% | +139.8% | +48.9% |
| All | +42.8% | -99.9% | +142.6% | +56.4% |
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