+384.8%
V vs CMCSA
+4.4%
+380.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.6% | +6.3% | +2.3% |
| 7D | -2.9% | -8.3% | +5.4% | +0.3% |
| 30D | +1.9% | -2.4% | +4.3% | +2.7% |
| 3M | +13.2% | +4.5% | +8.7% | +10.7% |
| 6M | +16.7% | -18.8% | +35.5% | +24.9% |
| YTD | +5.4% | -8.9% | +14.3% | +7.1% |
| 1Y | +7.7% | -18.3% | +26.0% | +14.2% |
| 3Y | +52.0% | -35.0% | +87.0% | +73.8% |
| 5Y | +67.7% | -48.2% | +115.9% | +109.8% |
| 10Y | +384.8% | +4.6% | +380.2% | +346.7% |
| All | +384.8% | +4.4% | +380.4% | +346.7% |
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