-4.9%
SHOP vs CMCSA
+3.3%
-8.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.0% | +2.4% | +6.6% |
| 7D | -9.0% | +15.2% | -24.2% | -10.7% |
| 30D | -4.4% | +17.0% | -21.4% | -6.5% |
| 3M | +24.1% | +1.2% | +22.9% | +24.9% |
| 6M | +20.0% | -5.5% | +25.5% | +19.9% |
| YTD | -4.9% | -6.5% | +1.6% | -5.7% |
| 1Y | -4.9% | +1.8% | -6.7% | -8.2% |
| All | -4.9% | +3.3% | -8.3% | -8.2% |
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