+1,337.5%
STX vs DUK
+47.1%
+1,290.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -3.0% |
| 7D | +8.0% | -1.7% | +9.7% | +7.2% |
| 30D | +5.1% | -2.2% | +7.3% | +4.1% |
| 3M | +5.8% | -3.7% | +9.4% | +4.5% |
| 6M | +124.9% | -6.3% | +131.3% | +121.5% |
| YTD | +213.9% | +4.5% | +209.4% | +216.5% |
| 1Y | +350.4% | +1.8% | +348.6% | +352.2% |
| All | +1,337.5% | +47.1% | +1,290.4% | +1,286.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling