Current definition cycle-v5. Charts stamped with it were computed by src/metrics/cycles.py, and every value plotted for a past date could have been computed on that date.
Align cycles to a common anchor and overlay them. This is where diminishing returns become visible, which is the core thesis of the whole product.
Every chart built on this embeds one assumption: that cycles continue in roughly the shape they have so far. That assumption is stated on every page that uses it, because nothing here can tell you when it stops holding.
Newest first. Each entry says what changed and whether values that had already been published moved with it, followed by the sentence from the module that decided the verdict.
seasonal cohorts and the mean +/- n*sigma envelope the payload's standard-deviation: cohort control needs. seasonal_envelope() gains columns; nothing it already returned changed, so no drawn series moves.
Output was added. Nothing already published changed, so every chart drawn under the previous version still reads the same.
seasonal cohorts and the mean +/- n*sigma envelope the payload's standard-deviation: cohort control needs. seasonal_envelope() gains columns; nothing it already returned changed, so no drawn series moves.drawdown_episodes(): peak, trough, depth and recovery time, DERIVED per asset instead of hand-dated. Additive; the hand-dated CYCLE_BOTTOMS are untouched and every chart built on them is unchanged.
Output was added. Nothing already published changed, so every chart drawn under the previous version still reads the same.
Additive; the hand-dated CYCLE_BOTTOMS are untouched and every chart built on them is unchanged.
seasonal_ytd() and milestones(). Additive again — every v1 and v2 series is unchanged and only the stamp moves.
Output was added. Nothing already published changed, so every chart drawn under the previous version still reads the same.
Additive again — every v1 and v2 series is unchanged and only the stamp moves.
calendar-year returns, rolling ROI, run streaks, days since a decline, DCA-by-weekday. cycle-v1's series are untouched: no existing chart moves.
Output was added. Nothing already published changed, so every chart drawn under the previous version still reads the same.
calendar-year returns, rolling ROI, run streaks, days since a decline, DCA-by-weekday. cycle-v1's series are untouched: no existing chart moves.
drawdown, anchored ROI, monthly return grid.
The first version of this metric. There is no earlier definition to restate.
115 charts name this metric in their readout line.