-2.9%
CMCSA vs AMIX
-79.8%
+76.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.6% | +6.0% | +0.4% |
| 7D | +12.0% | -25.5% | +37.5% | +12.2% |
| 30D | +17.5% | -56.2% | +73.7% | +18.0% |
| 3M | +2.4% | -87.4% | +89.8% | +3.4% |
| 6M | -2.9% | -80.9% | +78.0% | -2.2% |
| All | -2.9% | -79.8% | +76.8% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 6mo: compounded portfolio wealth divided by compounded AMIX 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…
6mo analysis · Full analysis span regression · 6 months rolling