-71.0%
LCID vs SONY
-10.8%
-60.2%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.5% |
| 7D | -6.6% | -1.2% | -5.4% | -6.2% |
| 30D | -30.1% | +9.4% | -39.6% | -33.5% |
| 3M | -17.6% | +10.5% | -28.1% | -22.9% |
| 6M | -54.4% | +11.7% | -66.1% | -57.6% |
| YTD | -55.7% | -4.1% | -51.7% | -55.8% |
| 1Y | -71.0% | -11.8% | -59.3% | -68.2% |
| All | -71.0% | -10.8% | -60.2% | -68.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling