+1,055.3%
DELL vs CMCSA
-46.8%
+1,102.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.4% | -7.7% | -5.8% |
| 7D | -1.9% | -5.6% | +3.7% | -0.8% |
| 30D | +14.9% | -1.9% | +16.8% | +15.2% |
| 3M | +37.2% | +6.4% | +30.8% | +34.3% |
| 6M | +254.0% | -16.9% | +270.9% | +268.3% |
| YTD | +306.1% | -6.8% | +312.9% | +307.2% |
| 1Y | +312.3% | -15.9% | +328.2% | +326.2% |
| 3Y | +654.0% | -33.4% | +687.5% | +727.6% |
| 5Y | +1,055.3% | -46.7% | +1,102.0% | +1,192.9% |
| All | +1,055.3% | -46.8% | +1,102.2% | +1,192.9% |
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