+4.7%
CMCSA vs GEN
+152.9%
-148.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.0% |
| 7D | +3.2% | +2.0% | +1.1% | +2.7% |
| 30D | +19.5% | +27.7% | -8.2% | +13.7% |
| 3M | -2.4% | +3.3% | -5.7% | -3.5% |
| 6M | +3.8% | +31.8% | -28.0% | -2.2% |
| YTD | -5.4% | +13.5% | -18.9% | -8.7% |
| 1Y | +1.1% | +16.0% | -14.9% | -2.9% |
| 3Y | -27.1% | +70.6% | -97.7% | -35.1% |
| 5Y | -40.3% | +32.1% | -72.4% | -45.3% |
| All | +4.7% | +152.9% | -148.2% | -17.4% |
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