+209.8%
RSP vs CMCSA
+4.4%
+205.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.6% | +5.6% | +1.6% |
| 7D | -1.8% | -8.3% | +6.5% | +1.4% |
| 30D | -2.5% | -2.4% | -0.1% | -1.8% |
| 3M | +3.0% | +4.5% | -1.5% | +0.5% |
| 6M | +8.9% | -18.8% | +27.7% | +16.4% |
| YTD | +13.0% | -8.9% | +21.9% | +14.8% |
| 1Y | +16.2% | -18.3% | +34.5% | +23.2% |
| 3Y | +52.7% | -35.0% | +87.7% | +74.5% |
| 5Y | +50.5% | -48.2% | +98.6% | +87.1% |
| 10Y | +209.8% | +4.6% | +205.3% | +175.1% |
| All | +209.8% | +4.4% | +205.5% | +175.1% |
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