+4.6%
CMCSA vs GEN
+150.6%
-146.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.2% | -6.4% | -6.6% |
| 7D | -8.3% | -2.9% | -5.4% | -7.8% |
| 30D | -2.4% | +2.1% | -4.5% | -2.9% |
| 3M | +4.5% | +19.7% | -15.2% | +0.8% |
| 6M | -18.8% | +33.3% | -52.0% | -23.6% |
| YTD | -8.9% | +11.1% | -20.0% | -11.3% |
| 1Y | -18.3% | +3.0% | -21.3% | -19.2% |
| 3Y | -35.0% | +57.9% | -92.8% | -41.1% |
| 5Y | -48.2% | +20.6% | -68.8% | -51.6% |
| 10Y | +4.6% | +153.2% | -148.7% | -18.5% |
| All | +4.6% | +150.6% | -146.0% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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