+569.8%
DELL vs CMCSA
-40.2%
+610.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.5% | -8.6% | -7.4% |
| 7D | +4.9% | +3.2% | +1.7% | +4.4% |
| 30D | -32.1% | +19.5% | -51.6% | -34.2% |
| 3M | -30.2% | -2.4% | -27.8% | -29.8% |
| 6M | +41.7% | +3.8% | +37.9% | +40.1% |
| YTD | +176.6% | -5.4% | +182.0% | +177.1% |
| 1Y | +159.9% | +1.1% | +158.8% | +154.5% |
| 3Y | +388.0% | -27.1% | +415.1% | +418.5% |
| All | +569.8% | -40.2% | +610.1% | +607.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 5y: compounded portfolio wealth divided by compounded CMCSA 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…
5y analysis · Full analysis span regression · 6 months rolling