+22.3%
VZ vs DUK
+52.5%
-30.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | +0.9% | -0.6% | +1.6% | +1.3% |
| 30D | +8.9% | +9.4% | -0.5% | +4.0% |
| 3M | +0.1% | +5.4% | -5.3% | -2.7% |
| 6M | +1.9% | +4.9% | -3.0% | -0.8% |
| YTD | +22.0% | +12.7% | +9.3% | +14.5% |
| 1Y | +22.1% | +7.8% | +14.3% | +17.1% |
| 3Y | +58.7% | +63.3% | -4.6% | +23.2% |
| 5Y | +22.3% | +54.2% | -31.9% | -3.1% |
| All | +22.3% | +52.5% | -30.2% | -3.1% |
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