-27.1%
CMCSA vs PLTU
+131.7%
-158.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | -0.6% | +21.9% | -22.5% | -0.9% |
| 30D | +18.8% | -35.3% | +54.1% | +19.6% |
| 3M | -1.1% | -7.7% | +6.6% | -1.4% |
| 6M | +2.5% | +24.2% | -21.7% | +0.8% |
| YTD | -6.7% | -37.5% | +30.8% | -6.8% |
| 1Y | 0.0% | -43.6% | +43.5% | +0.1% |
| All | -27.1% | +131.7% | -158.8% | -36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling