-3.9%
MCD vs CMCSA
+3.3%
-7.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.0% | +1.5% | +5.4% |
| 7D | +11.9% | +15.2% | -3.3% | +8.8% |
| 30D | +20.2% | +17.0% | +3.2% | +16.6% |
| 3M | +5.2% | +1.2% | +3.9% | +4.5% |
| 6M | 0.0% | -5.5% | +5.5% | +0.1% |
| YTD | -6.5% | -6.5% | 0.0% | -7.1% |
| 1Y | -3.9% | +1.8% | -5.7% | -6.4% |
| All | -3.9% | +3.3% | -7.3% | -6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling