+4.6%
CMCSA vs ASX
+973.8%
-969.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +3.5% | -10.2% | -7.1% |
| 7D | -8.3% | +11.1% | -19.4% | -9.6% |
| 30D | -2.4% | +9.6% | -12.0% | -3.8% |
| 3M | +4.5% | +18.6% | -14.1% | +0.7% |
| 6M | -18.8% | +92.1% | -110.9% | -28.6% |
| YTD | -8.9% | +158.5% | -167.4% | -24.5% |
| 1Y | -18.3% | +271.9% | -290.2% | -37.1% |
| 3Y | -35.0% | +465.2% | -500.2% | -55.6% |
| 5Y | -48.2% | +479.4% | -527.6% | -65.8% |
| 10Y | +4.6% | +992.0% | -987.4% | -43.4% |
| All | +4.6% | +973.8% | -969.2% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling