+48.1%
TSLA vs DUK
+38.3%
+9.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.3% |
| 7D | -3.4% | -1.7% | -1.7% | -3.7% |
| 30D | +9.2% | -2.2% | +11.5% | +8.8% |
| 3M | -4.7% | -3.7% | -1.0% | -5.2% |
| 6M | -8.9% | -6.3% | -2.6% | -9.6% |
| YTD | -19.2% | +4.5% | -23.7% | -18.9% |
| 1Y | +4.5% | +1.8% | +2.7% | +4.6% |
| 3Y | +46.3% | +46.8% | -0.5% | +42.1% |
| 5Y | +48.1% | +40.2% | +7.9% | +49.9% |
| All | +48.1% | +38.3% | +9.8% | +49.9% |
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 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