+181.0%
ABBV vs CMCSA
-48.8%
+229.9%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.6% | +7.5% | +2.1% |
| 7D | -4.1% | -8.3% | +4.2% | -2.6% |
| 30D | +1.2% | -2.4% | +3.6% | +1.6% |
| 3M | +12.1% | +4.5% | +7.6% | +10.9% |
| 6M | +12.0% | -18.8% | +30.8% | +15.8% |
| YTD | +12.4% | -8.9% | +21.3% | +13.4% |
| 1Y | +22.9% | -18.3% | +41.2% | +26.6% |
| 3Y | +86.8% | -35.0% | +121.7% | +98.5% |
| 5Y | +181.0% | -48.2% | +229.2% | +205.4% |
| All | +181.0% | -48.8% | +229.9% | +205.4% |
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