+31.9%
DIS vs CMCSA
+6.4%
+25.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.8% | -0.1% |
| 7D | +1.9% | +3.2% | -1.3% | +0.3% |
| 30D | +9.2% | +19.5% | -10.4% | -0.6% |
| 3M | +13.5% | -2.4% | +15.9% | +14.5% |
| 6M | +14.3% | +3.8% | +10.4% | +11.0% |
| YTD | +5.4% | -5.4% | +10.7% | +5.8% |
| 1Y | +12.2% | +1.1% | +11.0% | +8.2% |
| 3Y | +37.2% | -27.1% | +64.3% | +53.7% |
| 5Y | -23.1% | -40.3% | +17.2% | -5.2% |
| All | +31.9% | +6.4% | +25.4% | +19.6% |
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