+2,121.8%
CMCSA vs BEN
+5,129.3%
-3,007.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.4% |
| 7D | -0.6% | +11.3% | -11.9% | -4.7% |
| 30D | +18.8% | +15.0% | +3.8% | +12.4% |
| 3M | -1.1% | +7.8% | -9.0% | -4.3% |
| 6M | +2.5% | +15.5% | -13.0% | -3.7% |
| YTD | -6.7% | +55.4% | -62.1% | -22.4% |
| 1Y | 0.0% | +63.3% | -63.3% | -18.5% |
| 3Y | -28.9% | +83.4% | -112.3% | -46.2% |
| 5Y | -41.1% | +28.1% | -69.2% | -50.2% |
| 10Y | +4.5% | +59.1% | -54.6% | -24.8% |
| All | +2,121.8% | +5,129.3% | -3,007.5% | +320.7% |
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