+31,416.6%
AVGO vs CMCSA
+440.9%
+30,975.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -3.0% | -2.1% | -0.8% | -2.1% |
| 30D | -14.4% | +7.0% | -21.5% | -17.2% |
| 3M | -14.4% | +15.1% | -29.5% | -20.7% |
| 6M | +13.1% | -15.4% | +28.5% | +19.2% |
| YTD | +3.8% | -1.9% | +5.7% | +1.4% |
| 1Y | +17.8% | -12.7% | +30.5% | +20.8% |
| 3Y | +325.3% | -31.0% | +356.3% | +373.5% |
| 5Y | +689.9% | -46.1% | +736.0% | +882.9% |
| 10Y | +2,597.0% | +10.8% | +2,586.2% | +2,068.9% |
| All | +31,416.6% | +440.9% | +30,975.7% | +11,375.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling