+99.1%
V vs CMCSA
-42.5%
+141.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.3% | +0.6% |
| 7D | +2.2% | +5.0% | -2.8% | +0.8% |
| 30D | +13.6% | +16.5% | -2.9% | +8.8% |
| 3M | +14.3% | -1.6% | +15.9% | +14.5% |
| 6M | +33.1% | -5.0% | +38.1% | +34.3% |
| YTD | +21.2% | -8.3% | +29.5% | +22.1% |
| 1Y | +26.4% | +0.4% | +26.0% | +23.4% |
| 3Y | +77.6% | -31.0% | +108.6% | +92.4% |
| All | +99.1% | -42.5% | +141.6% | +124.3% |
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