+610.1%
CMCSA vs PWR
+8,127.0%
-7,516.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.4% | -8.9% | -1.2% |
| 7D | +2.7% | -4.8% | +7.5% | +3.0% |
| 30D | +18.6% | -16.2% | +34.8% | +21.5% |
| 3M | -1.8% | -11.9% | +10.1% | -0.8% |
| 6M | -0.7% | -20.6% | +19.9% | +1.3% |
| YTD | -7.8% | +40.3% | -48.1% | -16.5% |
| 1Y | +0.7% | +33.0% | -32.3% | -8.0% |
| 3Y | -28.0% | +250.0% | -278.0% | -47.3% |
| 5Y | -42.1% | +404.2% | -446.3% | -61.4% |
| 10Y | +8.2% | +1,865.8% | -1,857.7% | -46.5% |
| All | +610.1% | +8,127.0% | -7,516.9% | +116.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling