+1.7%
OXY vs DUK
+47.2%
-45.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.5% |
| 7D | +2.8% | -0.7% | +3.5% | +2.9% |
| 30D | +5.5% | -2.4% | +7.9% | +5.7% |
| 3M | +11.3% | -3.0% | +14.3% | +11.6% |
| 6M | +11.6% | -6.6% | +18.2% | +12.4% |
| YTD | +51.6% | +4.6% | +47.0% | +51.4% |
| 1Y | +36.2% | +1.2% | +35.0% | +36.1% |
| 3Y | +1.7% | +45.7% | -44.0% | -6.7% |
| All | +1.7% | +47.2% | -45.4% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling