+76.1%
XBI vs CMCSA
-12.9%
+89.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.4% |
| 7D | +0.9% | -2.1% | +3.0% | +0.8% |
| 30D | +7.1% | +7.0% | 0.0% | +7.2% |
| 3M | +22.9% | +15.1% | +7.8% | +23.0% |
| 6M | +29.7% | -15.4% | +45.1% | +31.5% |
| YTD | +34.5% | -1.9% | +36.4% | +36.4% |
| 1Y | +76.1% | -12.7% | +88.8% | +70.3% |
| All | +76.1% | -12.9% | +89.0% | +70.3% |
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