+36.6%
DIS vs CMCSA
+10.7%
+25.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.8% |
| 7D | +5.3% | +2.7% | +2.6% | +3.9% |
| 30D | +10.2% | +18.6% | -8.4% | +0.8% |
| 3M | +13.5% | -1.8% | +15.4% | +14.1% |
| 6M | +11.1% | -0.7% | +11.8% | +10.5% |
| YTD | +5.5% | -7.8% | +13.3% | +7.3% |
| 1Y | +9.1% | +0.7% | +8.4% | +5.4% |
| 3Y | +36.0% | -28.0% | +63.9% | +53.0% |
| 5Y | -29.8% | -42.1% | +12.3% | -12.0% |
| 10Y | +36.6% | +8.2% | +28.5% | +22.2% |
| All | +36.6% | +10.7% | +25.9% | +22.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling