-24.8%
CMCSA vs PLTD
-77.3%
+52.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.5% |
| 7D | +0.1% | +4.5% | -4.4% | +0.3% |
| 30D | +3.8% | -0.7% | +4.6% | +3.8% |
| 3M | +12.3% | -31.0% | +43.4% | +10.8% |
| 6M | -15.4% | -24.8% | +9.4% | -15.9% |
| YTD | -2.5% | -18.6% | +16.1% | -2.3% |
| 1Y | -13.4% | -31.8% | +18.4% | -14.5% |
| All | -24.8% | -77.3% | +52.5% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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