+464.9%
AXP vs DUK
+126.2%
+338.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.4% |
| 7D | +0.6% | +0.7% | -0.1% | +0.2% |
| 30D | -4.3% | -2.0% | -2.3% | -3.4% |
| 3M | +4.7% | +0.2% | +4.5% | +4.2% |
| 6M | +9.0% | -6.9% | +15.9% | +12.2% |
| YTD | -11.1% | +6.1% | -17.3% | -14.8% |
| 1Y | +1.3% | +4.4% | -3.1% | -2.4% |
| 3Y | +114.5% | +49.1% | +65.4% | +63.5% |
| 5Y | +118.0% | +39.6% | +78.5% | +69.4% |
| 10Y | +464.9% | +125.1% | +339.8% | +265.7% |
| All | +464.9% | +126.2% | +338.7% | +265.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling