-42.1%
CMCSA vs LCID
-99.2%
+57.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.4% | -8.9% | -0.1% |
| 7D | +2.7% | +20.0% | -17.3% | +1.3% |
| 30D | +18.6% | -5.0% | +23.6% | +18.7% |
| 3M | -1.8% | -48.9% | +47.0% | +2.1% |
| 6M | -0.7% | -43.2% | +42.5% | +1.7% |
| YTD | -7.8% | -65.9% | +58.1% | -3.1% |
| 1Y | +0.7% | -79.2% | +79.9% | +9.3% |
| 3Y | -28.0% | -90.4% | +62.5% | -20.7% |
| 5Y | -42.1% | -99.2% | +57.1% | -26.9% |
| All | -42.1% | -99.2% | +57.1% | -26.9% |
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