+12.3%
WFC vs CMCSA
-12.9%
+25.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +0.9% |
| 7D | +3.8% | -2.1% | +5.9% | +4.0% |
| 30D | +1.5% | +7.0% | -5.6% | +0.9% |
| 3M | +10.9% | +15.1% | -4.2% | +9.2% |
| 6M | +8.4% | -15.4% | +23.8% | +10.1% |
| YTD | -1.9% | -1.9% | 0.0% | -1.8% |
| 1Y | +12.3% | -12.7% | +25.1% | +11.0% |
| All | +12.3% | -12.9% | +25.3% | +11.0% |
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