+10.2%
CMCSA vs PLUG
+56.9%
-46.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.8% | -0.8% |
| 7D | +0.1% | +8.1% | -8.0% | -0.2% |
| 30D | +3.8% | +3.7% | +0.2% | +3.6% |
| 3M | +12.3% | -29.2% | +41.5% | +13.8% |
| 6M | -15.4% | +6.1% | -21.5% | -16.2% |
| YTD | -2.5% | +14.7% | -17.2% | -4.3% |
| 1Y | -13.4% | +56.9% | -70.3% | -17.0% |
| 3Y | -30.4% | -71.6% | +41.3% | -30.8% |
| 5Y | -45.0% | -91.0% | +46.0% | -43.3% |
| 10Y | +10.2% | +55.9% | -45.7% | -6.9% |
| All | +10.2% | +56.9% | -46.8% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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