+795.8%
CCL vs DUK
+2,575.5%
-1,779.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.2% | -1.6% |
| 7D | -0.1% | +0.7% | -0.8% | -0.4% |
| 30D | -20.0% | -2.0% | -17.9% | -19.4% |
| 3M | -13.7% | +0.2% | -13.9% | -13.9% |
| 6M | -9.0% | -6.9% | -2.1% | -7.0% |
| YTD | -22.8% | +6.1% | -29.0% | -25.1% |
| 1Y | -25.3% | +4.4% | -29.7% | -27.2% |
| 3Y | +54.1% | +49.1% | +4.9% | +28.8% |
| 5Y | +3.5% | +39.6% | -36.1% | -12.2% |
| 10Y | -41.0% | +125.1% | -166.2% | -57.5% |
| All | +795.8% | +2,575.5% | -1,779.7% | +156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling