+76.4%
AMZN vs CMCSA
-35.0%
+111.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.6% | +4.8% | -0.4% |
| 7D | -1.0% | -8.3% | +7.3% | +0.7% |
| 30D | -9.2% | -2.4% | -6.8% | -8.8% |
| 3M | +3.4% | +4.5% | -1.1% | +2.3% |
| 6M | +18.2% | -18.8% | +37.0% | +22.0% |
| YTD | +9.3% | -8.9% | +18.3% | +9.2% |
| 1Y | +5.9% | -18.3% | +24.2% | +9.1% |
| All | +76.4% | -35.0% | +111.4% | +87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling