-13.4%
CMCSA vs IBB
+45.6%
-59.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.4% |
| 7D | +0.1% | -1.7% | +1.8% | +0.3% |
| 30D | +3.8% | +4.9% | -1.0% | +3.4% |
| 3M | +12.3% | +24.2% | -11.9% | +10.1% |
| 6M | -15.4% | +23.8% | -39.2% | -17.0% |
| YTD | -2.5% | +23.0% | -25.4% | -4.4% |
| 1Y | -13.4% | +46.2% | -59.5% | -16.7% |
| All | -13.4% | +45.6% | -59.0% | -16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling