+572.1%
ON vs CMCSA
+7.3%
+564.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -2.5% |
| 7D | -4.7% | -5.6% | +0.8% | -1.8% |
| 30D | -13.5% | -1.9% | -11.6% | -13.2% |
| 3M | -36.3% | +6.4% | -42.7% | -40.3% |
| 6M | +17.8% | -16.9% | +34.7% | +26.9% |
| YTD | +29.6% | -6.8% | +36.4% | +28.4% |
| 1Y | +45.8% | -15.9% | +61.7% | +53.7% |
| 3Y | -28.3% | -33.4% | +5.1% | -14.1% |
| 5Y | +49.6% | -46.7% | +96.3% | +104.7% |
| All | +572.1% | +7.3% | +564.8% | +524.0% |
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