+52,520.0%
QCOM vs DUK
+2,027.4%
+50,492.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +2.0% | -0.6% | +2.6% | +2.1% |
| 30D | +1.2% | +9.4% | -8.2% | -1.4% |
| 3M | +9.1% | +5.4% | +3.7% | +7.3% |
| 6M | -25.0% | +4.9% | -29.9% | -26.4% |
| YTD | +4.8% | +12.7% | -7.9% | +0.6% |
| 1Y | +3.6% | +7.8% | -4.2% | +0.5% |
| 3Y | +51.5% | +63.3% | -11.8% | +27.6% |
| 5Y | +19.7% | +54.2% | -34.5% | +1.8% |
| 10Y | +245.8% | +156.8% | +89.0% | +148.0% |
| All | +52,520.0% | +2,027.4% | +50,492.6% | +12,598.0% |
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