-44.8%
CMCSA vs LCID
-97.6%
+52.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -2.1% | -6.6% | +4.5% | -1.7% |
| 30D | +7.0% | -30.1% | +37.2% | +9.4% |
| 3M | +15.1% | -17.6% | +32.7% | +15.5% |
| 6M | -15.4% | -54.4% | +39.1% | -12.2% |
| YTD | -1.9% | -55.7% | +53.8% | +1.6% |
| 1Y | -12.7% | -71.0% | +58.3% | -7.4% |
| 3Y | -31.0% | -92.6% | +61.6% | -22.2% |
| All | -44.8% | -97.6% | +52.8% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling