+257,669.3%
AMZN vs DUK
+1,031.4%
+256,638.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -9.2% | +0.2% | -9.5% | -9.3% |
| 3M | +3.4% | -1.9% | +5.2% | +3.6% |
| 6M | +18.2% | -6.5% | +24.7% | +19.8% |
| YTD | +9.3% | +5.4% | +3.9% | +7.4% |
| 1Y | +5.9% | +3.6% | +2.4% | +4.3% |
| 3Y | +82.6% | +48.1% | +34.5% | +60.9% |
| 5Y | +44.9% | +39.6% | +5.3% | +29.0% |
| 10Y | +564.1% | +131.8% | +432.2% | +397.2% |
| All | +257,669.3% | +1,031.4% | +256,638.0% | +83,652.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling