+1,770.3%
SMCI vs CMCSA
+7.4%
+1,762.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.2% |
| 7D | +1.3% | -4.9% | +6.2% | +3.0% |
| 30D | +6.6% | -1.1% | +7.7% | +6.8% |
| 3M | +25.4% | +6.6% | +18.9% | +20.8% |
| 6M | +26.1% | -15.5% | +41.6% | +31.0% |
| YTD | +37.0% | -6.7% | +43.7% | +35.4% |
| 1Y | -8.8% | -15.6% | +6.8% | -6.0% |
| 3Y | +44.6% | -33.7% | +78.3% | +60.7% |
| 5Y | +995.9% | -46.6% | +1,042.6% | +1,233.9% |
| All | +1,770.3% | +7.4% | +1,762.9% | +1,392.9% |
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