+4,681.2%
DELL vs CMCSA
+8.9%
+4,672.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +14.9% | -2.1% | +17.0% | +15.8% |
| 30D | +13.3% | +7.0% | +6.2% | +10.4% |
| 3M | +24.4% | +15.1% | +9.3% | +16.8% |
| 6M | +258.0% | -15.4% | +273.4% | +275.0% |
| YTD | +320.2% | -1.9% | +322.1% | +313.1% |
| 1Y | +319.1% | -12.7% | +331.8% | +331.1% |
| 3Y | +706.5% | -31.0% | +737.5% | +793.6% |
| 5Y | +1,071.9% | -46.1% | +1,118.0% | +1,324.2% |
| 10Y | +4,683.5% | +10.8% | +4,672.6% | +4,245.0% |
| All | +4,681.2% | +8.9% | +4,672.3% | +4,261.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling