-18.0%
CMCSA vs OPEN
-87.8%
+69.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.1% | +8.1% | +1.3% |
| 7D | +4.6% | -24.7% | +29.3% | +5.7% |
| 30D | +19.8% | -41.0% | +60.8% | +22.3% |
| 3M | -0.3% | -62.4% | +62.1% | +3.7% |
| 6M | +0.3% | -73.9% | +74.2% | +5.6% |
| YTD | -6.9% | -77.5% | +70.6% | -1.9% |
| 1Y | +2.6% | -83.6% | +86.2% | +9.4% |
| 3Y | -29.0% | -37.0% | +8.0% | -34.6% |
| 5Y | -42.0% | -93.3% | +51.3% | -44.8% |
| All | -18.0% | -87.8% | +69.8% | -27.4% |
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