-28.8%
CMCSA vs LCID
-96.8%
+68.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -11.3% | +10.4% | -0.3% |
| 7D | -0.6% | +9.2% | -9.8% | -1.1% |
| 30D | +18.8% | -3.0% | +21.8% | +18.7% |
| 3M | -1.1% | -50.2% | +49.1% | +2.0% |
| 6M | +2.5% | -45.8% | +48.4% | +4.6% |
| YTD | -6.7% | -69.2% | +62.5% | -2.7% |
| 1Y | 0.0% | -80.4% | +80.3% | +6.4% |
| 3Y | -28.9% | -91.4% | +62.5% | -23.2% |
| 5Y | -41.1% | -99.3% | +58.1% | -32.1% |
| All | -28.8% | -96.8% | +68.0% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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