-30.4%
CMCSA vs OPEN
-19.6%
-10.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | -0.5% |
| 7D | +0.1% | +1.0% | -0.9% | +0.1% |
| 30D | +3.8% | -11.9% | +15.7% | +4.1% |
| 3M | +12.3% | -28.8% | +41.1% | +13.1% |
| 6M | -15.4% | -38.6% | +23.2% | -14.6% |
| YTD | -2.5% | -47.3% | +44.9% | -1.4% |
| 1Y | -13.4% | -49.2% | +35.8% | -13.2% |
| 3Y | -30.4% | -18.8% | -11.6% | -34.0% |
| All | -30.4% | -19.6% | -10.7% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling