-27.2%
CMCSA vs PLTU
+129.7%
-156.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.4% | +6.7% | +2.5% |
| 7D | -5.6% | -17.7% | +12.2% | -5.1% |
| 30D | -1.9% | -12.5% | +10.6% | -1.7% |
| 3M | +6.4% | +39.5% | -33.0% | +4.8% |
| 6M | -16.9% | -7.0% | -10.0% | -17.6% |
| YTD | -6.8% | -38.1% | +31.3% | -6.5% |
| 1Y | -15.9% | -36.0% | +20.1% | -16.5% |
| All | -27.2% | +129.7% | -156.9% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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