+924.9%
VLO vs DUK
+129.4%
+795.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +5.3% | -0.7% | +6.0% | +5.6% |
| 30D | +18.2% | -2.4% | +20.7% | +19.4% |
| 3M | +53.3% | -3.0% | +56.3% | +54.8% |
| 6M | +70.4% | -6.6% | +77.0% | +74.5% |
| YTD | +143.4% | +4.6% | +138.8% | +137.0% |
| 1Y | +153.0% | +1.2% | +151.8% | +149.2% |
| 3Y | +195.0% | +45.7% | +149.3% | +137.2% |
| 5Y | +618.8% | +40.3% | +578.5% | +476.8% |
| All | +924.9% | +129.4% | +795.5% | +606.0% |
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