+2,085.1%
CMCSA vs WMB
+4,805.5%
-2,720.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.2% |
| 7D | +5.0% | -13.8% | +18.9% | +7.8% |
| 30D | +16.5% | -10.3% | +26.8% | +18.5% |
| 3M | -1.6% | -10.1% | +8.5% | -0.1% |
| 6M | -5.0% | -11.8% | +6.8% | -3.5% |
| YTD | -8.3% | +8.9% | -17.2% | -10.6% |
| 1Y | +0.4% | +14.0% | -13.6% | -3.1% |
| 3Y | -31.0% | +100.5% | -131.5% | -40.6% |
| 5Y | -42.5% | +179.5% | -222.1% | -53.9% |
| 10Y | +12.6% | +272.7% | -260.2% | -17.6% |
| All | +2,085.1% | +4,805.5% | -2,720.5% | +528.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling