+4.6%
CMCSA vs WMB
+315.8%
-311.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.9% | -5.7% | -6.4% |
| 7D | -8.3% | 0.0% | -8.3% | -8.3% |
| 30D | -2.4% | +4.6% | -7.0% | -3.7% |
| 3M | +4.5% | +5.7% | -1.2% | +2.5% |
| 6M | -18.8% | +4.2% | -23.0% | -20.2% |
| YTD | -8.9% | +26.8% | -35.8% | -15.4% |
| 1Y | -18.3% | +34.7% | -53.0% | -25.6% |
| 3Y | -35.0% | +146.8% | -181.8% | -51.0% |
| 5Y | -48.2% | +285.0% | -333.2% | -65.9% |
| 10Y | +4.6% | +313.2% | -308.6% | -36.8% |
| All | +4.6% | +315.8% | -311.3% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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