+17,451.9%
COR vs SONY
+533.0%
+16,918.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.6% |
| 7D | +2.8% | -1.2% | +3.9% | +3.0% |
| 30D | +4.5% | +9.4% | -4.9% | +3.1% |
| 3M | +22.7% | +10.5% | +12.2% | +20.6% |
| 6M | -9.7% | +11.7% | -21.4% | -11.6% |
| YTD | -1.4% | -4.1% | +2.6% | -1.3% |
| 1Y | +13.9% | -11.8% | +25.7% | +15.3% |
| 3Y | +94.0% | +45.9% | +48.1% | +78.6% |
| 5Y | +184.0% | +16.3% | +167.7% | +167.9% |
| 10Y | +406.8% | +297.6% | +109.2% | +288.0% |
| All | +17,451.9% | +533.0% | +16,918.9% | +10,586.9% |
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