+20.7%
XLK vs CMCSA
+3.3%
+17.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | +1.0% |
| 7D | -7.6% | +15.2% | -22.8% | -4.8% |
| 30D | -12.2% | +17.0% | -29.2% | -9.2% |
| 3M | -5.5% | +1.2% | -6.7% | -4.4% |
| 6M | +9.2% | -5.5% | +14.7% | +9.8% |
| YTD | +23.0% | -6.5% | +29.6% | +23.7% |
| 1Y | +20.7% | +1.8% | +18.9% | +21.3% |
| All | +20.7% | +3.3% | +17.4% | +21.3% |
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