+755.6%
GOOGL vs DUK
+129.4%
+626.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.8% |
| 7D | 0.0% | -0.7% | +0.7% | +0.2% |
| 30D | -1.4% | -2.4% | +1.0% | -0.8% |
| 3M | -5.3% | -3.0% | -2.3% | -4.8% |
| 6M | +9.8% | -6.6% | +16.3% | +11.3% |
| YTD | +8.4% | +4.6% | +3.8% | +6.5% |
| 1Y | +41.2% | +1.2% | +40.0% | +39.8% |
| 3Y | +149.6% | +45.7% | +103.9% | +115.8% |
| 5Y | +142.6% | +40.3% | +102.3% | +110.6% |
| All | +755.6% | +129.4% | +626.1% | +528.0% |
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