-45.0%
CMCSA vs OPEN
-84.0%
+39.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.4% |
| 3M | +12.3% | -28.8% | +41.1% | +13.8% |
| 6M | -15.4% | -38.6% | +23.2% | -14.0% |
| YTD | -2.5% | -47.3% | +44.9% | -0.6% |
| 1Y | -13.4% | -49.2% | +35.8% | -13.2% |
| 3Y | -30.4% | -18.8% | -11.6% | -36.2% |
| 5Y | -45.0% | -83.6% | +38.6% | -52.9% |
| All | -45.0% | -84.0% | +39.0% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling