+51,298.2%
QCOM vs DUK
+2,033.9%
+49,264.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.1% | -2.8% |
| 7D | +4.3% | +1.1% | +3.2% | +4.0% |
| 30D | -0.1% | +8.0% | -8.0% | -2.4% |
| 3M | +5.2% | +4.7% | +0.6% | +3.7% |
| 6M | -18.4% | +6.1% | -24.4% | -20.2% |
| YTD | +2.4% | +13.1% | -10.7% | -1.9% |
| 1Y | +0.9% | +8.2% | -7.3% | -2.2% |
| 3Y | +48.4% | +66.2% | -17.8% | +24.4% |
| 5Y | +16.6% | +55.3% | -38.7% | -1.1% |
| 10Y | +237.8% | +157.6% | +80.2% | +142.0% |
| All | +51,298.2% | +2,033.9% | +49,264.4% | +12,292.4% |
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