+27.4%
WMT vs CMCSA
+3.3%
+24.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.0% | -1.5% | +2.7% |
| 7D | +8.8% | +15.2% | -6.4% | +6.7% |
| 30D | +22.9% | +17.0% | +5.9% | +20.3% |
| 3M | +16.1% | +1.2% | +14.8% | +15.4% |
| 6M | -0.5% | -5.5% | +5.0% | -0.8% |
| YTD | +16.7% | -6.5% | +23.2% | +18.2% |
| 1Y | +27.4% | +1.8% | +25.6% | +30.6% |
| All | +27.4% | +3.3% | +24.0% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling