+123.9%
SBUX vs DUK
+129.4%
-5.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.5% | -0.7% | -4.8% | -5.2% |
| 30D | -8.5% | -2.4% | -6.0% | -7.5% |
| 3M | -2.9% | -3.0% | +0.1% | -1.8% |
| 6M | -1.5% | -6.6% | +5.0% | +1.0% |
| YTD | +19.4% | +4.6% | +14.8% | +16.4% |
| 1Y | +22.9% | +1.2% | +21.7% | +21.4% |
| 3Y | +11.3% | +45.7% | -34.4% | -9.6% |
| 5Y | -6.9% | +40.3% | -47.2% | -23.8% |
| All | +123.9% | +129.4% | -5.5% | +53.6% |
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