+3.8%
CMCSA vs IVZ
+4.5%
-0.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.3% |
| 7D | +3.2% | +7.6% | -4.5% | +2.8% |
| 30D | +19.5% | +4.3% | +15.2% | +19.0% |
| 3M | -2.4% | -9.3% | +6.9% | -2.2% |
| 6M | +3.8% | +5.2% | -1.4% | +4.1% |
| All | +3.8% | +4.5% | -0.6% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 6mo: compounded portfolio wealth divided by compounded IVZ 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…
6mo analysis · Full analysis span regression · 6 months rolling