+63.3%
LIN vs DUK
+52.1%
+11.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.6% | -0.5% |
| 7D | +0.2% | +0.3% | -0.1% | +0.1% |
| 30D | +6.5% | +10.6% | -4.2% | +2.7% |
| 3M | +5.5% | +4.0% | +1.4% | +3.9% |
| 6M | +3.3% | +3.6% | -0.2% | +1.8% |
| YTD | +22.0% | +11.9% | +10.2% | +16.9% |
| 1Y | +25.7% | +6.7% | +19.1% | +22.5% |
| 3Y | +36.2% | +59.4% | -23.2% | +12.7% |
| All | +63.3% | +52.1% | +11.3% | +39.2% |
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 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