+219.2%
CVX vs DUK
+129.4%
+89.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | -0.7% | +3.3% | +2.9% |
| 30D | +9.8% | -2.4% | +12.3% | +11.0% |
| 3M | +16.2% | -3.0% | +19.2% | +17.6% |
| 6M | +13.6% | -6.6% | +20.2% | +16.8% |
| YTD | +44.4% | +4.6% | +39.8% | +40.7% |
| 1Y | +40.6% | +1.2% | +39.4% | +38.8% |
| 3Y | +48.2% | +45.7% | +2.5% | +19.0% |
| 5Y | +172.3% | +40.3% | +132.0% | +118.7% |
| All | +219.2% | +129.4% | +89.8% | +114.8% |
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 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