-12.8%
CDE vs DUK
-6.2%
-6.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -3.6% |
| 7D | -6.1% | -1.7% | -4.4% | -6.8% |
| 30D | +9.5% | -2.2% | +11.7% | +8.3% |
| 3M | +32.0% | -3.7% | +35.7% | +30.2% |
| 6M | -12.8% | -6.3% | -6.4% | -13.4% |
| All | -12.8% | -6.2% | -6.6% | -13.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling