+6,610.0%
AXP vs DUK
+2,553.0%
+4,057.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.7% |
| 7D | -2.1% | 0.0% | -2.1% | -2.1% |
| 30D | -6.5% | -1.7% | -4.9% | -5.9% |
| 3M | +4.6% | -0.4% | +5.1% | +4.5% |
| 6M | +5.4% | -7.2% | +12.7% | +8.5% |
| YTD | -11.1% | +5.3% | -16.4% | -14.1% |
| 1Y | -0.3% | +3.0% | -3.3% | -2.8% |
| 3Y | +111.6% | +53.1% | +58.5% | +66.6% |
| 5Y | +117.6% | +37.9% | +79.6% | +77.7% |
| 10Y | +474.1% | +124.8% | +349.3% | +268.9% |
| All | +6,610.0% | +2,553.0% | +4,057.0% | +1,051.8% |
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