+4.6%
CMCSA vs PWR
+2,367.8%
-2,363.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -1.9% | -4.7% | -6.3% |
| 7D | -8.3% | +2.7% | -10.9% | -8.7% |
| 30D | -2.4% | -5.1% | +2.7% | -1.7% |
| 3M | +4.5% | -9.4% | +13.9% | +5.5% |
| 6M | -18.8% | +10.4% | -29.2% | -22.0% |
| YTD | -8.9% | +48.6% | -57.6% | -18.6% |
| 1Y | -18.3% | +68.0% | -86.3% | -29.5% |
| 3Y | -35.0% | +204.7% | -239.7% | -54.2% |
| 5Y | -48.2% | +451.9% | -500.1% | -70.5% |
| 10Y | +4.6% | +2,425.3% | -2,420.8% | -66.2% |
| All | +4.6% | +2,367.8% | -2,363.3% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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