-30.4%
CMCSA vs BEN
+56.8%
-87.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +0.1% | +4.7% | -4.6% | -0.9% |
| 30D | +3.8% | +2.6% | +1.2% | +3.2% |
| 3M | +12.3% | +11.5% | +0.8% | +9.3% |
| 6M | -15.4% | +35.3% | -50.7% | -21.8% |
| YTD | -2.5% | +48.6% | -51.1% | -12.4% |
| 1Y | -13.4% | +46.7% | -60.1% | -22.0% |
| 3Y | -30.4% | +57.0% | -87.4% | -39.2% |
| All | -30.4% | +56.8% | -87.2% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling