+122.5%
CRWV vs DUK
+6.0%
+116.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -0.4% | -0.7% | +0.3% | -1.3% |
| 30D | -17.4% | -2.4% | -14.9% | -19.8% |
| 3M | -7.1% | -3.0% | -4.1% | -10.0% |
| 6M | +8.6% | -6.6% | +15.1% | +2.9% |
| YTD | +24.3% | +4.6% | +19.7% | +29.9% |
| 1Y | -21.0% | +1.2% | -22.3% | -18.6% |
| All | +122.5% | +6.0% | +116.5% | +137.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling