+47.7%
XLE vs CMCSA
+1.9%
+45.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +1.0% |
| 7D | +5.4% | +3.2% | +2.3% | +5.5% |
| 30D | -3.9% | +19.5% | -23.5% | -4.1% |
| 3M | +7.0% | -2.4% | +9.4% | +7.1% |
| 6M | +14.2% | +3.8% | +10.4% | +14.3% |
| YTD | +48.2% | -5.4% | +53.5% | +48.5% |
| 1Y | +47.7% | +1.1% | +46.6% | +48.7% |
| All | +47.7% | +1.9% | +45.8% | +48.7% |
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