+279.2%
RTX vs DUK
+129.4%
+149.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | -1.5% | -0.7% | -0.9% | -1.2% |
| 30D | -11.0% | -2.4% | -8.5% | -9.8% |
| 3M | +7.7% | -3.0% | +10.7% | +9.1% |
| 6M | -3.9% | -6.6% | +2.6% | -0.8% |
| YTD | +9.0% | +4.6% | +4.4% | +5.9% |
| 1Y | +27.3% | +1.2% | +26.0% | +25.6% |
| 3Y | +172.9% | +45.7% | +127.2% | +116.2% |
| 5Y | +165.2% | +40.3% | +124.9% | +111.0% |
| All | +279.2% | +129.4% | +149.8% | +149.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling