+523.3%
ON vs CMCSA
+6.4%
+516.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.1% | -4.4% |
| 7D | +12.2% | +3.2% | +9.1% | +10.4% |
| 30D | -3.1% | +19.5% | -22.7% | -12.9% |
| 3M | -12.9% | -2.4% | -10.5% | -12.9% |
| 6M | -38.6% | +3.8% | -42.4% | -42.2% |
| YTD | +31.2% | -5.4% | +36.6% | +28.0% |
| 1Y | +47.6% | +1.1% | +46.5% | +37.0% |
| 3Y | +6.6% | -27.1% | +33.7% | +20.2% |
| 5Y | +21.3% | -40.3% | +61.5% | +53.1% |
| All | +523.3% | +6.4% | +516.9% | +450.6% |
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