+172.2%
CVX vs CMCSA
-48.8%
+221.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.6% | +8.5% | +3.1% |
| 7D | +1.0% | -8.3% | +9.2% | +2.5% |
| 30D | +10.7% | -2.4% | +13.1% | +11.0% |
| 3M | +15.5% | +4.5% | +11.0% | +14.1% |
| 6M | +14.9% | -18.8% | +33.7% | +18.9% |
| YTD | +44.2% | -8.9% | +53.1% | +45.4% |
| 1Y | +43.5% | -18.3% | +61.8% | +48.0% |
| 3Y | +45.0% | -35.0% | +79.9% | +54.6% |
| 5Y | +172.2% | -48.2% | +220.3% | +191.4% |
| All | +172.2% | -48.8% | +221.0% | +191.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling