+13.5%
QCOM vs DUK
+3.7%
+9.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.1% |
| 7D | +4.4% | -0.1% | +4.5% | +4.3% |
| 30D | +9.4% | +0.2% | +9.1% | +9.6% |
| 3M | -13.7% | -1.9% | -11.8% | -14.2% |
| 6M | +28.9% | -6.5% | +35.4% | +25.8% |
| YTD | +4.7% | +5.4% | -0.7% | +8.7% |
| 1Y | +13.5% | +3.6% | +9.9% | +17.1% |
| All | +13.5% | +3.7% | +9.8% | +17.1% |
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 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