+558.6%
QQQ vs CMCSA
+7.4%
+551.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -0.6% | -4.9% | +4.3% | +1.2% |
| 30D | -1.2% | -1.1% | -0.2% | -1.1% |
| 3M | -0.2% | +6.6% | -6.8% | -3.5% |
| 6M | +17.9% | -15.5% | +33.4% | +23.6% |
| YTD | +16.6% | -6.7% | +23.3% | +16.7% |
| 1Y | +23.0% | -15.6% | +38.6% | +28.0% |
| 3Y | +92.9% | -33.7% | +126.6% | +118.0% |
| 5Y | +95.6% | -46.6% | +142.2% | +138.9% |
| All | +558.6% | +7.4% | +551.2% | +484.7% |
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