+1,714.9%
NXPI vs DUK
+365.2%
+1,349.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.6% | -2.0% |
| 7D | +0.7% | +0.7% | 0.0% | +0.4% |
| 30D | -6.6% | -2.0% | -4.6% | -6.0% |
| 3M | -25.4% | +0.2% | -25.6% | -25.7% |
| 6M | +11.9% | -6.9% | +18.8% | +13.9% |
| YTD | +4.0% | +6.1% | -2.1% | +1.1% |
| 1Y | +1.0% | +4.4% | -3.4% | -1.6% |
| 3Y | +16.3% | +49.1% | -32.8% | -4.2% |
| 5Y | +17.7% | +39.6% | -21.9% | -1.7% |
| 10Y | +195.8% | +125.1% | +70.7% | +97.8% |
| All | +1,714.9% | +365.2% | +1,349.7% | +405.1% |
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 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