-18.3%
CMCSA vs WMB
+35.6%
-53.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.9% | -5.7% | -6.7% |
| 7D | -8.3% | 0.0% | -8.3% | -8.3% |
| 30D | -2.4% | +4.6% | -7.0% | -1.9% |
| 3M | +4.5% | +5.7% | -1.2% | +4.7% |
| 6M | -18.8% | +4.2% | -23.0% | -18.5% |
| YTD | -8.9% | +26.8% | -35.8% | -6.7% |
| 1Y | -18.3% | +34.7% | -53.0% | -16.0% |
| All | -18.3% | +35.6% | -53.9% | -16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling