+7,895.4%
CI vs SONY
+609.3%
+7,286.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | +1.2% | +0.3% | +0.9% | +1.1% |
| 30D | +2.6% | +11.1% | -8.6% | +0.1% |
| 3M | +7.4% | +14.7% | -7.2% | +4.1% |
| 6M | -0.1% | +18.8% | -18.9% | -4.4% |
| YTD | +9.7% | +5.7% | +4.0% | +7.5% |
| 1Y | +12.1% | -8.1% | +20.2% | +13.4% |
| 3Y | +7.0% | +64.0% | -57.0% | -7.4% |
| 5Y | +49.7% | +12.6% | +37.1% | +39.1% |
| 10Y | +147.2% | +373.8% | -226.6% | +60.4% |
| All | +7,895.4% | +609.3% | +7,286.0% | +3,830.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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