+31.9%
NXPI vs DUK
+7.9%
+24.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +1.9% |
| 7D | +5.3% | +4.9% | +0.4% | +7.4% |
| 30D | +9.5% | +13.8% | -4.3% | +16.3% |
| 3M | +12.0% | +5.2% | +6.8% | +14.3% |
| 6M | -8.1% | +3.5% | -11.6% | -6.8% |
| YTD | +23.7% | +13.5% | +10.2% | +32.3% |
| 1Y | +31.9% | +8.3% | +23.6% | +33.7% |
| All | +31.9% | +7.9% | +24.0% | +33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling