+215.6%
RSP vs CMCSA
+10.7%
+204.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +2.1% |
| 7D | +0.4% | +2.7% | -2.2% | -0.6% |
| 30D | +3.7% | +18.6% | -14.9% | -3.0% |
| 3M | +0.8% | -1.8% | +2.6% | +1.0% |
| 6M | +9.1% | -0.7% | +9.8% | +8.2% |
| YTD | +16.7% | -7.8% | +24.5% | +17.7% |
| 1Y | +19.7% | +0.7% | +18.9% | +15.9% |
| 3Y | +66.7% | -28.0% | +94.7% | +81.7% |
| 5Y | +48.7% | -42.1% | +90.8% | +75.4% |
| 10Y | +215.6% | +8.2% | +207.4% | +190.6% |
| All | +215.6% | +10.7% | +204.9% | +190.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling