-2.7%
SMCI vs CMCSA
-12.9%
+10.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.3% |
| 7D | +6.8% | -2.1% | +8.9% | +5.8% |
| 30D | +30.6% | +7.0% | +23.5% | +34.5% |
| 3M | -15.6% | +15.1% | -30.7% | -9.2% |
| 6M | +21.3% | -15.4% | +36.6% | +20.3% |
| YTD | +35.3% | -1.9% | +37.2% | +38.5% |
| 1Y | -2.7% | -12.7% | +10.0% | -3.5% |
| All | -2.7% | -12.9% | +10.2% | -3.5% |
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