+542.4%
LITE vs CMCSA
-41.9%
+584.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -1.9% |
| 7D | -13.9% | +4.6% | -18.5% | -14.5% |
| 30D | -46.9% | +19.8% | -66.7% | -48.7% |
| 3M | -28.0% | -0.3% | -27.8% | -28.3% |
| 6M | -35.2% | +0.3% | -35.5% | -35.7% |
| YTD | +58.9% | -6.9% | +65.8% | +56.7% |
| 1Y | +125.3% | +2.6% | +122.7% | +111.3% |
| 3Y | +1,344.4% | -29.0% | +1,373.5% | +1,490.3% |
| All | +542.4% | -41.9% | +584.2% | +601.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling