+397.7%
BAC vs CMCSA
+4.4%
+393.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.6% | +7.1% | +3.7% |
| 7D | +0.6% | -8.3% | +8.9% | +4.8% |
| 30D | -1.4% | -2.4% | +1.1% | -0.5% |
| 3M | +15.7% | +4.5% | +11.2% | +11.9% |
| 6M | +32.2% | -18.8% | +51.0% | +43.5% |
| YTD | +15.8% | -8.9% | +24.7% | +17.6% |
| 1Y | +27.3% | -18.3% | +45.6% | +36.3% |
| 3Y | +137.5% | -35.0% | +172.4% | +181.8% |
| 5Y | +73.1% | -48.2% | +121.2% | +131.0% |
| 10Y | +397.7% | +4.6% | +393.2% | +317.2% |
| All | +397.7% | +4.4% | +393.4% | +317.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CMCSA 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling