+44.9%
AMZN vs CMCSA
-48.8%
+93.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.6% | +4.8% | +0.5% |
| 7D | -1.0% | -8.3% | +7.3% | +2.0% |
| 30D | -9.2% | -2.4% | -6.8% | -8.6% |
| 3M | +3.4% | +4.5% | -1.1% | +1.3% |
| 6M | +18.2% | -18.8% | +37.0% | +25.5% |
| YTD | +9.3% | -8.9% | +18.3% | +10.2% |
| 1Y | +5.9% | -18.3% | +24.2% | +11.6% |
| 3Y | +82.6% | -35.0% | +117.6% | +107.5% |
| 5Y | +44.9% | -48.2% | +93.0% | +58.7% |
| All | +44.9% | -48.8% | +93.7% | +58.7% |
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