+6.1%
CMCSA vs EEM
+133.3%
-127.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.1% | -0.4% |
| 7D | -4.9% | -1.3% | -3.6% | -4.4% |
| 30D | -1.1% | +2.1% | -3.1% | -2.1% |
| 3M | +6.6% | +1.0% | +5.5% | +5.1% |
| 6M | -15.5% | +15.9% | -31.4% | -23.2% |
| YTD | -6.7% | +24.6% | -31.3% | -18.8% |
| 1Y | -15.6% | +32.3% | -47.9% | -29.1% |
| 3Y | -33.7% | +85.9% | -119.6% | -54.7% |
| 5Y | -46.6% | +45.4% | -92.0% | -58.4% |
| All | +6.1% | +133.3% | -127.2% | -33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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