-45.0%
CMCSA vs GE
+434.8%
-479.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +0.1% | +1.2% | -1.0% | -0.1% |
| 30D | +3.8% | -9.5% | +13.3% | +5.8% |
| 3M | +12.3% | +4.1% | +8.2% | +10.9% |
| 6M | -15.4% | +3.9% | -19.3% | -16.7% |
| YTD | -2.5% | +9.0% | -11.5% | -5.5% |
| 1Y | -13.4% | +21.9% | -35.3% | -18.7% |
| 3Y | -30.4% | +281.8% | -312.2% | -56.9% |
| 5Y | -45.0% | +436.7% | -481.7% | -71.8% |
| All | -45.0% | +434.8% | -479.8% | -71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 5y: compounded portfolio wealth divided by compounded GE 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…
5y analysis · Full analysis span regression · 6 months rolling