+140.1%
GOOGL vs DUK
+39.2%
+100.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.8% |
| 7D | 0.0% | -0.7% | +0.7% | 0.0% |
| 30D | -1.4% | -2.4% | +1.0% | -1.3% |
| 3M | -5.3% | -3.0% | -2.3% | -5.3% |
| 6M | +9.8% | -6.6% | +16.3% | +10.1% |
| YTD | +8.4% | +4.6% | +3.8% | +7.7% |
| 1Y | +41.2% | +1.2% | +40.0% | +40.7% |
| 3Y | +149.6% | +45.7% | +103.9% | +127.0% |
| All | +140.1% | +39.2% | +100.8% | +121.9% |
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