+980.0%
SMCI vs CMCSA
-47.2%
+1,027.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +1.3% | -4.9% | +6.2% | +2.3% |
| 30D | +6.6% | -1.1% | +7.7% | +6.7% |
| 3M | +25.4% | +6.6% | +18.9% | +22.9% |
| 6M | +26.1% | -15.5% | +41.6% | +30.1% |
| YTD | +37.0% | -6.7% | +43.7% | +35.9% |
| 1Y | -8.8% | -15.6% | +6.8% | -6.1% |
| 3Y | +44.6% | -33.7% | +78.3% | +59.2% |
| All | +980.0% | -47.2% | +1,027.2% | +1,103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling