+216.1%
C vs DUK
+63.2%
+152.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +4.7% | -1.1% | +5.9% | +4.7% |
| 30D | +0.2% | +8.8% | -8.6% | +0.8% |
| 3M | -9.3% | +5.0% | -14.4% | -9.0% |
| 6M | -0.8% | +4.6% | -5.5% | -0.6% |
| YTD | +8.5% | +12.6% | -4.1% | +8.3% |
| 1Y | +23.1% | +7.4% | +15.7% | +23.2% |
| All | +216.1% | +63.2% | +152.9% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 3y: compounded portfolio wealth divided by compounded DUK 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…
3y analysis · Full analysis span regression · 6 months rolling