+6.1%
CMCSA vs BEN
+56.6%
-50.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -4.9% | -3.1% | -1.8% | -3.9% |
| 30D | -1.1% | +0.2% | -1.2% | -1.2% |
| 3M | +6.6% | +6.8% | -0.3% | +3.9% |
| 6M | -15.5% | +38.1% | -53.6% | -24.9% |
| YTD | -6.7% | +44.3% | -51.0% | -18.5% |
| 1Y | -15.6% | +42.6% | -58.2% | -26.2% |
| 3Y | -33.7% | +52.3% | -86.0% | -44.9% |
| 5Y | -46.6% | +37.6% | -84.3% | -55.3% |
| All | +6.1% | +56.6% | -50.5% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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