+1,493.1%
LITE vs CMCSA
+6.4%
+1,486.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -5.9% | -4.9% |
| 7D | +10.8% | +3.2% | +7.6% | +9.7% |
| 30D | -33.4% | +19.5% | -53.0% | -38.0% |
| 3M | -32.2% | -2.4% | -29.8% | -32.6% |
| 6M | -42.1% | +3.8% | -45.9% | -44.4% |
| YTD | +61.9% | -5.4% | +67.2% | +56.9% |
| 1Y | +163.0% | +1.1% | +161.9% | +145.0% |
| 3Y | +1,358.0% | -27.1% | +1,385.1% | +1,477.3% |
| 5Y | +549.9% | -40.3% | +590.2% | +662.2% |
| All | +1,493.1% | +6.4% | +1,486.7% | +1,304.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling