+666.1%
DUK vs CRL
+1,339.8%
-673.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +1.2% |
| 7D | +0.7% | -0.6% | +1.3% | +0.8% |
| 30D | -2.0% | +5.0% | -7.0% | -2.7% |
| 3M | +0.2% | +50.6% | -50.4% | -5.1% |
| 6M | -6.9% | +60.9% | -67.8% | -13.1% |
| YTD | +6.1% | +40.7% | -34.6% | +0.5% |
| 1Y | +4.4% | +73.3% | -68.9% | -4.2% |
| 3Y | +49.1% | +40.6% | +8.6% | +36.5% |
| 5Y | +39.6% | -37.0% | +76.5% | +41.4% |
| 10Y | +125.1% | +244.3% | -119.1% | +69.7% |
| All | +666.1% | +1,339.8% | -673.7% | +343.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CRL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling