-17.4%
XYL vs CYCU
-99.9%
+82.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CYCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -2.0% |
| 7D | -5.0% | -8.1% | +3.0% | -5.1% |
| 30D | -13.2% | -43.0% | +29.8% | -13.5% |
| 3M | -3.7% | -50.8% | +47.1% | -0.4% |
| 6M | -17.7% | -74.1% | +56.4% | -14.8% |
| YTD | -21.5% | -84.0% | +62.4% | -18.6% |
| 1Y | -24.5% | -92.2% | +67.7% | -22.5% |
| All | -17.4% | -99.9% | +82.5% | -12.1% |
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