+3,068.2%
LITE vs CMCSA
+7.5%
+3,060.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.2% | +7.9% | +6.4% |
| 7D | -35.9% | +5.0% | -41.0% | -37.2% |
| 30D | -51.5% | +16.5% | -68.0% | -54.5% |
| 3M | -35.7% | -1.6% | -34.1% | -36.5% |
| 6M | -43.0% | -5.0% | -37.9% | -43.4% |
| YTD | +46.1% | -8.3% | +54.4% | +43.1% |
| 1Y | +124.7% | +0.4% | +124.3% | +109.1% |
| 3Y | +1,172.1% | -31.0% | +1,203.0% | +1,301.9% |
| 5Y | +477.0% | -42.5% | +519.6% | +581.1% |
| 10Y | +1,465.7% | +12.6% | +1,453.1% | +1,269.7% |
| All | +3,068.2% | +7.5% | +3,060.7% | +2,856.0% |
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