+5,083.9%
LITE vs CMCSA
+15.0%
+5,068.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.2% |
| 7D | -1.5% | -2.1% | +0.6% | -0.8% |
| 30D | +6.7% | +7.0% | -0.4% | +3.5% |
| 3M | -6.8% | +15.1% | -21.8% | -13.1% |
| 6M | +29.4% | -15.4% | +44.8% | +34.9% |
| YTD | +139.1% | -1.9% | +141.0% | +131.4% |
| 1Y | +521.0% | -12.7% | +533.7% | +530.4% |
| 3Y | +1,535.3% | -31.0% | +1,566.3% | +1,738.7% |
| 5Y | +889.8% | -46.1% | +935.9% | +1,129.1% |
| 10Y | +2,400.7% | +10.8% | +2,389.9% | +2,113.8% |
| All | +5,083.9% | +15.0% | +5,068.9% | +4,680.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling