+257.2%
XOM vs CMCSA
-47.2%
+304.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.4% |
| 7D | +4.1% | -4.9% | +9.0% | +5.0% |
| 30D | +4.6% | -1.1% | +5.6% | +4.6% |
| 3M | +14.0% | +6.6% | +7.4% | +12.1% |
| 6M | +11.0% | -15.5% | +26.4% | +14.1% |
| YTD | +40.7% | -6.7% | +47.4% | +41.3% |
| 1Y | +52.3% | -15.6% | +67.9% | +56.4% |
| 3Y | +60.5% | -33.7% | +94.1% | +71.7% |
| All | +257.2% | -47.2% | +304.5% | +285.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling