-30.4%
CMCSA vs BB
+68.2%
-98.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.7% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | +3.8% | -12.4% | +16.2% | +4.5% |
| 3M | +12.3% | -15.3% | +27.6% | +12.9% |
| 6M | -15.4% | +128.8% | -144.2% | -20.6% |
| YTD | -2.5% | +107.7% | -110.1% | -7.9% |
| 1Y | -13.4% | +103.9% | -117.3% | -18.2% |
| 3Y | -30.4% | +72.6% | -102.9% | -35.2% |
| All | -30.4% | +68.2% | -98.5% | -35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling