-6.7%
AXP vs DUK
+7.9%
-14.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.3% | +2.6% |
| 7D | +4.6% | +4.9% | -0.3% | +5.6% |
| 30D | +9.7% | +13.8% | -4.1% | +12.9% |
| 3M | -3.8% | +5.2% | -9.0% | -3.0% |
| 6M | +4.8% | +3.5% | +1.3% | +4.6% |
| YTD | -9.1% | +13.5% | -22.5% | -6.8% |
| 1Y | -6.7% | +8.3% | -15.0% | -6.1% |
| All | -6.7% | +7.9% | -14.6% | -6.1% |
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