+565.7%
AMZN vs CMCSA
+7.4%
+558.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -0.7% | -4.9% | +4.2% | +1.1% |
| 30D | -3.9% | -1.1% | -2.9% | -3.7% |
| 3M | +6.3% | +6.6% | -0.2% | +3.4% |
| 6M | +20.8% | -15.5% | +36.2% | +26.5% |
| YTD | +11.2% | -6.7% | +17.9% | +11.6% |
| 1Y | +11.7% | -15.6% | +27.3% | +16.2% |
| 3Y | +79.4% | -33.7% | +113.1% | +101.4% |
| 5Y | +48.0% | -46.6% | +94.7% | +75.3% |
| All | +565.7% | +7.4% | +558.3% | +517.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling