+13,503.3%
GOOGL vs DUK
+753.6%
+12,749.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.3% |
| 7D | +1.1% | +0.7% | +0.4% | +0.8% |
| 30D | -4.4% | -2.0% | -2.4% | -3.8% |
| 3M | -6.8% | +0.2% | -7.0% | -7.2% |
| 6M | +13.6% | -6.9% | +20.5% | +16.0% |
| YTD | +8.3% | +6.1% | +2.2% | +5.2% |
| 1Y | +44.9% | +4.4% | +40.5% | +41.3% |
| 3Y | +150.5% | +49.1% | +101.3% | +106.7% |
| 5Y | +137.7% | +39.6% | +98.2% | +99.3% |
| 10Y | +750.9% | +125.1% | +625.8% | +454.7% |
| All | +13,503.3% | +753.6% | +12,749.7% | +4,849.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling