-5.8%
PATH vs CMCSA
+1.9%
-7.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.1% |
| 7D | +2.1% | +3.2% | -1.1% | +1.7% |
| 30D | +1.6% | +19.5% | -17.9% | -0.7% |
| 3M | -20.4% | -2.4% | -18.0% | -20.5% |
| 6M | +40.1% | +3.8% | +36.3% | +37.2% |
| YTD | -19.0% | -5.4% | -13.7% | -21.5% |
| 1Y | -5.8% | +1.1% | -6.9% | -4.5% |
| All | -5.8% | +1.9% | -7.7% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling