-89.8%
CDE vs DUK
+2,534.2%
-2,624.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -2.9% |
| 7D | -6.1% | -1.7% | -4.4% | -5.7% |
| 30D | +9.5% | -2.2% | +11.7% | +10.0% |
| 3M | +32.0% | -3.7% | +35.7% | +32.9% |
| 6M | -12.8% | -6.3% | -6.4% | -11.7% |
| YTD | +14.2% | +4.5% | +9.7% | +12.3% |
| 1Y | +36.3% | +1.8% | +34.5% | +34.8% |
| 3Y | +821.4% | +46.8% | +774.6% | +730.1% |
| 5Y | +194.3% | +40.2% | +154.0% | +168.8% |
| 10Y | +53.2% | +129.8% | -76.6% | +28.4% |
| All | -89.8% | +2,534.2% | -2,624.0% | -87.5% |
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