+44.9%
C vs CMCSA
-12.9%
+57.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | +3.6% | -2.1% | +5.7% | +3.7% |
| 30D | +0.1% | +7.0% | -7.0% | -0.1% |
| 3M | +2.4% | +15.1% | -12.7% | +1.9% |
| 6M | +24.9% | -15.4% | +40.3% | +26.7% |
| YTD | +19.8% | -1.9% | +21.7% | +19.7% |
| 1Y | +44.9% | -12.7% | +57.6% | +47.7% |
| All | +44.9% | -12.9% | +57.8% | +47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling