+2,926.4%
V vs CMCSA
+335.4%
+2,591.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | -1.7% | -2.1% | +0.4% | -0.8% |
| 30D | +2.0% | +7.0% | -5.1% | -1.0% |
| 3M | +17.4% | +15.1% | +2.3% | +9.9% |
| 6M | +17.5% | -15.4% | +32.9% | +24.3% |
| YTD | +7.6% | -1.9% | +9.5% | +6.3% |
| 1Y | +7.7% | -12.7% | +20.4% | +11.6% |
| 3Y | +54.7% | -31.0% | +85.7% | +73.5% |
| 5Y | +73.0% | -46.1% | +119.1% | +113.0% |
| 10Y | +390.9% | +10.8% | +380.0% | +318.0% |
| All | +2,926.4% | +335.4% | +2,591.0% | +1,239.9% |
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