+2,038.9%
STX vs CMCSA
+4.9%
+2,034.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | +16.8% | -0.6% | +17.5% | +17.1% |
| 30D | -27.0% | +18.8% | -45.8% | -31.2% |
| 3M | -37.9% | -1.1% | -36.8% | -38.2% |
| 6M | -32.5% | +2.5% | -35.0% | -34.5% |
| YTD | +98.6% | -6.7% | +105.3% | +95.6% |
| 1Y | +93.6% | 0.0% | +93.6% | +84.5% |
| 3Y | +699.1% | -28.9% | +728.0% | +761.8% |
| 5Y | +481.0% | -41.1% | +522.2% | +566.6% |
| All | +2,038.9% | +4.9% | +2,034.0% | +1,923.1% |
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