-28.0%
CMCSA vs OPEN
-35.0%
+7.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +2.7% | -21.7% | +24.3% | +3.3% |
| 30D | +18.6% | -36.5% | +55.1% | +19.9% |
| 3M | -1.8% | -59.5% | +57.7% | +0.3% |
| 6M | -0.7% | -71.9% | +71.2% | +2.2% |
| YTD | -7.8% | -75.8% | +68.0% | -5.1% |
| 1Y | +0.7% | -78.5% | +79.2% | +3.8% |
| 3Y | -28.0% | -30.2% | +2.2% | -34.2% |
| All | -28.0% | -35.0% | +7.1% | -34.2% |
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