+6.0%
CMCSA vs BB
-0.1%
+6.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.7% | +5.1% | +2.6% |
| 7D | -5.6% | -2.1% | -3.5% | -5.4% |
| 30D | -1.9% | -16.0% | +14.2% | -0.6% |
| 3M | +6.4% | -14.5% | +20.9% | +7.1% |
| 6M | -16.9% | +118.6% | -135.5% | -23.3% |
| YTD | -6.8% | +98.9% | -105.7% | -13.3% |
| 1Y | -15.9% | +99.5% | -115.4% | -22.0% |
| 3Y | -33.4% | +65.4% | -98.8% | -39.0% |
| 5Y | -46.7% | -27.6% | -19.1% | -49.0% |
| All | +6.0% | -0.1% | +6.1% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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