+167.0%
CVX vs DUK
+39.2%
+127.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | -0.7% | +3.3% | +2.8% |
| 30D | +9.8% | -2.4% | +12.3% | +10.4% |
| 3M | +16.2% | -3.0% | +19.2% | +16.9% |
| 6M | +13.6% | -6.6% | +20.2% | +15.2% |
| YTD | +44.4% | +4.6% | +39.8% | +42.7% |
| 1Y | +40.6% | +1.2% | +39.4% | +39.9% |
| 3Y | +48.2% | +45.7% | +2.5% | +32.2% |
| All | +167.0% | +39.2% | +127.7% | +141.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling