+5.4%
CMCSA vs AXON
+1,109.0%
-1,103.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.3% | -3.2% | +0.6% |
| 7D | +0.7% | -25.6% | +26.3% | +3.8% |
| 30D | +21.0% | -23.9% | +44.9% | +24.3% |
| 3M | -0.9% | -50.4% | +49.5% | +6.5% |
| 6M | +2.9% | -20.0% | +22.9% | +4.1% |
| YTD | -5.9% | -44.5% | +38.6% | -1.7% |
| 1Y | +2.5% | -44.9% | +47.3% | +7.1% |
| 3Y | -28.3% | +44.7% | -73.0% | -37.1% |
| 5Y | -40.8% | +86.7% | -127.5% | -51.6% |
| 10Y | +5.4% | +1,060.5% | -1,055.1% | -32.6% |
| All | +5.4% | +1,109.0% | -1,103.6% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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