+0.4%
CCL vs DUK
+38.3%
-37.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.9% |
| 7D | -4.3% | -1.7% | -2.6% | -4.1% |
| 30D | -19.0% | -2.2% | -16.7% | -18.8% |
| 3M | -13.1% | -3.7% | -9.4% | -12.8% |
| 6M | -13.3% | -6.3% | -6.9% | -12.8% |
| YTD | -25.2% | +4.5% | -29.8% | -26.0% |
| 1Y | -27.2% | +1.8% | -29.0% | -27.7% |
| 3Y | +49.2% | +46.8% | +2.4% | +31.4% |
| 5Y | +0.4% | +40.2% | -39.9% | -10.8% |
| All | +0.4% | +38.3% | -37.9% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling