+6.4%
CMCSA vs PWR
+1,818.7%
-1,812.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.2% |
| 7D | +4.6% | -11.2% | +15.8% | +6.1% |
| 30D | +19.8% | -17.4% | +37.2% | +22.8% |
| 3M | -0.3% | -11.7% | +11.5% | +0.7% |
| 6M | +0.3% | -21.7% | +22.0% | +2.8% |
| YTD | -6.9% | +38.3% | -45.2% | -16.6% |
| 1Y | +2.6% | +29.6% | -27.0% | -6.9% |
| 3Y | -29.0% | +236.1% | -265.2% | -52.2% |
| 5Y | -42.0% | +406.3% | -448.3% | -66.6% |
| 10Y | +6.4% | +1,796.7% | -1,790.3% | -61.9% |
| All | +6.4% | +1,818.7% | -1,812.3% | -61.9% |
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