+23,015.9%
TSLA vs DUK
+398.2%
+22,617.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.1% | +3.8% |
| 7D | +3.4% | +0.7% | +2.7% | +3.3% |
| 30D | +12.0% | -2.0% | +14.1% | +12.4% |
| 3M | -10.0% | +0.2% | -10.2% | -10.3% |
| 6M | -7.2% | -6.9% | -0.3% | -6.4% |
| YTD | -18.1% | +6.1% | -24.3% | -19.6% |
| 1Y | +6.3% | +4.4% | +1.9% | +4.5% |
| 3Y | +48.2% | +49.1% | -1.0% | +31.1% |
| 5Y | +46.5% | +39.6% | +6.9% | +30.5% |
| 10Y | +2,698.1% | +125.1% | +2,573.0% | +2,066.2% |
| All | +23,015.9% | +398.2% | +22,617.7% | +13,305.8% |
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