+977.1%
BE vs CMCSA
-1.7%
+978.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.6% | +3.7% | +0.2% |
| 7D | +23.9% | -8.3% | +32.2% | +28.8% |
| 30D | +27.8% | -2.4% | +30.3% | +28.6% |
| 3M | +3.7% | +4.5% | -0.8% | -1.2% |
| 6M | +78.0% | -18.8% | +96.7% | +91.3% |
| YTD | +209.9% | -8.9% | +218.8% | +208.0% |
| 1Y | +389.6% | -18.3% | +407.9% | +412.9% |
| 3Y | +1,730.6% | -35.0% | +1,765.6% | +2,052.4% |
| 5Y | +1,227.8% | -48.2% | +1,276.0% | +1,700.3% |
| All | +977.1% | -1.7% | +978.8% | +917.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling