+833.1%
GLW vs DUK
+129.3%
+703.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.8% |
| 7D | +11.7% | -1.7% | +13.4% | +12.5% |
| 30D | +2.7% | -2.2% | +4.9% | +3.6% |
| 3M | -2.8% | -3.7% | +0.9% | -1.8% |
| 6M | +20.2% | -6.3% | +26.5% | +22.6% |
| YTD | +87.3% | +4.5% | +82.8% | +81.3% |
| 1Y | +119.6% | +1.8% | +117.8% | +114.4% |
| 3Y | +453.7% | +46.8% | +406.9% | +335.1% |
| 5Y | +376.1% | +40.2% | +335.8% | +277.1% |
| All | +833.1% | +129.3% | +703.8% | +522.5% |
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