-31.2%
CRWV vs DUK
+8.3%
-39.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.7% | -0.1% | +24.8% | +24.5% |
| 7D | +25.5% | -0.6% | +26.1% | +24.4% |
| 30D | -24.3% | +9.4% | -33.7% | -10.2% |
| 3M | -32.7% | +5.4% | -38.2% | -24.7% |
| 6M | -47.0% | +4.9% | -51.9% | -40.1% |
| YTD | -15.1% | +12.7% | -27.9% | +7.7% |
| 1Y | -31.2% | +7.8% | -39.0% | -14.2% |
| All | -31.2% | +8.3% | -39.5% | -14.2% |
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