+358.4%
LIN vs DUK
+126.2%
+232.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -2.3% |
| 7D | -3.5% | +0.7% | -4.2% | -3.8% |
| 30D | -4.1% | -2.0% | -2.1% | -3.3% |
| 3M | -6.4% | +0.2% | -6.6% | -6.6% |
| 6M | -2.4% | -6.9% | +4.5% | +0.5% |
| YTD | +10.9% | +6.1% | +4.8% | +7.6% |
| 1Y | 0.0% | +4.4% | -4.4% | -2.4% |
| 3Y | +25.8% | +49.1% | -23.3% | +2.8% |
| 5Y | +60.8% | +39.6% | +21.3% | +34.3% |
| 10Y | +358.4% | +125.1% | +233.2% | +219.1% |
| All | +358.4% | +126.2% | +232.2% | +219.1% |
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