+223.9%
NXPI vs DUK
+129.4%
+94.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.4% | +4.5% |
| 7D | +3.9% | -0.7% | +4.5% | +4.0% |
| 30D | +1.4% | -2.4% | +3.8% | +2.0% |
| 3M | -21.5% | -3.0% | -18.5% | -21.1% |
| 6M | +19.4% | -6.6% | +26.0% | +21.0% |
| YTD | +9.9% | +4.6% | +5.4% | +7.7% |
| 1Y | +7.9% | +1.2% | +6.7% | +6.4% |
| 3Y | +22.7% | +45.7% | -23.0% | +3.1% |
| 5Y | +22.1% | +40.3% | -18.2% | +2.8% |
| All | +223.9% | +129.4% | +94.5% | +144.8% |
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