+3,313.2%
V vs CMCSA
+313.1%
+3,000.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.2% |
| 7D | +0.6% | +4.6% | -3.9% | -1.3% |
| 30D | +9.7% | +19.8% | -10.1% | +1.5% |
| 3M | +17.3% | -0.3% | +17.5% | +16.9% |
| 6M | +33.2% | +0.3% | +32.9% | +31.8% |
| YTD | +21.3% | -6.9% | +28.3% | +22.1% |
| 1Y | +27.3% | +2.6% | +24.7% | +22.3% |
| 3Y | +76.1% | -29.0% | +105.1% | +94.4% |
| 5Y | +103.5% | -42.0% | +145.4% | +141.0% |
| 10Y | +454.5% | +6.4% | +448.0% | +378.8% |
| All | +3,313.2% | +313.1% | +3,000.1% | +1,439.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling