+48.3%
XLE vs CMCSA
-12.9%
+61.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +2.2% | -2.1% | +4.3% | +2.3% |
| 30D | +11.8% | +7.0% | +4.7% | +11.5% |
| 3M | +9.8% | +15.1% | -5.3% | +9.3% |
| 6M | +15.6% | -15.4% | +30.9% | +17.4% |
| YTD | +45.3% | -1.9% | +47.2% | +45.2% |
| 1Y | +48.3% | -12.7% | +61.0% | +56.8% |
| All | +48.3% | -12.9% | +61.2% | +56.8% |
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