+3.2%
CMCSA vs WMB
+284.4%
-281.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -1.1% |
| 7D | -0.6% | +8.1% | -8.7% | -2.5% |
| 30D | +18.8% | -6.9% | +25.7% | +20.3% |
| 3M | -1.1% | -5.1% | +4.0% | -0.5% |
| 6M | +2.5% | -5.7% | +8.2% | +2.9% |
| YTD | -6.7% | +18.1% | -24.8% | -12.2% |
| 1Y | 0.0% | +18.4% | -18.4% | -6.1% |
| 3Y | -28.9% | +122.7% | -151.6% | -45.2% |
| 5Y | -41.1% | +202.0% | -243.2% | -58.9% |
| All | +3.2% | +284.4% | -281.2% | -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