-30.5%
CMCSA vs LCID
-95.8%
+65.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -7.8% | +1.2% | -6.2% |
| 7D | -8.3% | -9.3% | +1.1% | -7.8% |
| 30D | -2.4% | -35.4% | +33.0% | -0.3% |
| 3M | +4.5% | -17.1% | +21.6% | +4.9% |
| 6M | -18.8% | -58.9% | +40.2% | -16.0% |
| YTD | -8.9% | -59.6% | +50.7% | -6.0% |
| 1Y | -18.3% | -78.0% | +59.7% | -13.3% |
| 3Y | -35.0% | -92.7% | +57.7% | -29.1% |
| 5Y | -48.2% | -97.8% | +49.7% | -41.2% |
| All | -30.5% | -95.8% | +65.3% | -19.8% |
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