-6.7%
SBUX vs DUK
+39.2%
-46.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.5% | -0.7% | -4.8% | -5.3% |
| 30D | -8.5% | -2.4% | -6.0% | -7.9% |
| 3M | -2.9% | -3.0% | +0.1% | -2.2% |
| 6M | -1.5% | -6.6% | +5.0% | 0.0% |
| YTD | +19.4% | +4.6% | +14.8% | +17.5% |
| 1Y | +22.9% | +1.2% | +21.7% | +21.9% |
| 3Y | +11.3% | +45.7% | -34.4% | -4.9% |
| All | -6.7% | +39.2% | -46.0% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling