+225.5%
CRWD vs DUK
+39.2%
+186.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.0% |
| 7D | -3.0% | -0.7% | -2.3% | -3.1% |
| 30D | -6.8% | -2.4% | -4.3% | -7.3% |
| 3M | +19.6% | -3.0% | +22.6% | +18.9% |
| 6M | +87.1% | -6.6% | +93.6% | +85.3% |
| YTD | +76.4% | +4.6% | +71.9% | +78.1% |
| 1Y | +90.8% | +1.2% | +89.6% | +91.9% |
| 3Y | +380.0% | +45.7% | +334.3% | +383.8% |
| All | +225.5% | +39.2% | +186.3% | +247.5% |
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 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