+10,164.5%
RTX vs DUK
+2,575.5%
+7,589.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.3% |
| 7D | -3.1% | +0.7% | -3.8% | -3.4% |
| 30D | -10.6% | -2.0% | -8.5% | -9.9% |
| 3M | +11.6% | +0.2% | +11.4% | +11.4% |
| 6M | -4.5% | -6.9% | +2.4% | -2.0% |
| YTD | +9.6% | +6.1% | +3.4% | +6.7% |
| 1Y | +30.8% | +4.4% | +26.4% | +28.1% |
| 3Y | +152.8% | +49.1% | +103.7% | +112.6% |
| 5Y | +167.1% | +39.6% | +127.5% | +128.7% |
| 10Y | +275.2% | +125.1% | +150.0% | +166.4% |
| All | +10,164.5% | +2,575.5% | +7,589.0% | +2,623.9% |
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