-13.7%
AXP vs DUK
+7.6%
-21.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.6% |
| 7D | -2.1% | -1.1% | -1.0% | -2.3% |
| 30D | +2.7% | +8.8% | -6.1% | +4.6% |
| 3M | -7.3% | +5.0% | -12.3% | -6.5% |
| 6M | +1.8% | +4.6% | -2.8% | +2.4% |
| YTD | -13.1% | +12.6% | -25.6% | -10.9% |
| 1Y | -13.7% | +7.4% | -21.1% | -13.1% |
| All | -13.7% | +7.6% | -21.4% | -13.1% |
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