+8.2%
CMCSA vs PWR
+1,915.1%
-1,906.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.4% | -8.9% | -1.0% |
| 7D | +2.7% | -4.8% | +7.5% | +2.9% |
| 30D | +18.6% | -16.2% | +34.8% | +21.4% |
| 3M | -1.8% | -11.9% | +10.1% | -0.8% |
| 6M | -0.7% | -20.6% | +19.9% | +1.6% |
| YTD | -7.8% | +40.3% | -48.1% | -17.6% |
| 1Y | +0.7% | +33.0% | -32.3% | -9.1% |
| 3Y | -28.0% | +250.0% | -278.0% | -52.0% |
| 5Y | -42.1% | +404.2% | -446.3% | -66.6% |
| 10Y | +8.2% | +1,865.8% | -1,857.7% | -61.7% |
| All | +8.2% | +1,915.1% | -1,906.9% | -61.7% |
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