-13.1%
CRCL vs DUK
+1.8%
-15.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -2.0% |
| 7D | +17.1% | 0.0% | +17.1% | +17.1% |
| 30D | +61.3% | -1.7% | +62.9% | +58.6% |
| 3M | +12.7% | -0.4% | +13.2% | +13.4% |
| 6M | -3.1% | -7.2% | +4.2% | -9.1% |
| YTD | +28.7% | +5.3% | +23.4% | +35.7% |
| 1Y | -13.1% | +3.0% | -16.1% | -5.4% |
| All | -13.1% | +1.8% | -15.0% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling