-19.8%
CMCSA vs OPEN
-72.1%
+52.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -2.3% | -4.3% | -6.5% |
| 7D | -8.3% | -2.9% | -5.4% | -8.2% |
| 30D | -2.4% | -13.8% | +11.4% | -1.8% |
| 3M | +4.5% | -30.9% | +35.4% | +5.9% |
| 6M | -18.8% | -40.9% | +22.2% | -17.3% |
| YTD | -8.9% | -48.5% | +39.6% | -7.1% |
| 1Y | -18.3% | -50.9% | +32.6% | -18.0% |
| 3Y | -35.0% | -20.6% | -14.3% | -40.0% |
| 5Y | -48.2% | -84.2% | +36.0% | -52.4% |
| All | -19.8% | -72.1% | +52.3% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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