+2,154.1%
CMCSA vs BEN
+5,152.6%
-2,998.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.0% | +1.3% |
| 7D | +3.2% | +6.8% | -3.6% | +0.6% |
| 30D | +19.5% | +18.0% | +1.5% | +12.0% |
| 3M | -2.4% | +7.5% | -9.9% | -5.4% |
| 6M | +3.8% | +14.7% | -10.9% | -2.2% |
| YTD | -5.4% | +56.1% | -61.5% | -21.4% |
| 1Y | +1.1% | +69.6% | -68.5% | -18.7% |
| 3Y | -27.1% | +87.7% | -114.8% | -45.4% |
| 5Y | -40.3% | +28.6% | -68.9% | -49.5% |
| 10Y | +6.0% | +59.8% | -53.8% | -23.8% |
| All | +2,154.1% | +5,152.6% | -2,998.6% | +326.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling