+20.8%
CIFR vs DUK
+38.3%
-17.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -5.9% |
| 7D | -8.2% | -1.7% | -6.6% | -8.6% |
| 30D | -7.4% | -2.2% | -5.1% | -7.8% |
| 3M | -24.2% | -3.7% | -20.5% | -24.7% |
| 6M | +14.2% | -6.3% | +20.5% | +13.2% |
| YTD | +8.0% | +4.5% | +3.5% | +8.4% |
| 1Y | +55.5% | +1.8% | +53.7% | +55.8% |
| 3Y | +429.6% | +46.8% | +382.7% | +401.5% |
| 5Y | +20.8% | +40.2% | -19.5% | +18.8% |
| All | +20.8% | +38.3% | -17.5% | +18.8% |
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