-78.5%
LCID vs SONY
-18.6%
-59.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.3% |
| 7D | -9.1% | -5.8% | -3.4% | -6.6% |
| 30D | -37.6% | -0.4% | -37.2% | -37.8% |
| 3M | -11.1% | +13.3% | -24.4% | -18.3% |
| 6M | -59.2% | +8.5% | -67.7% | -61.8% |
| YTD | -60.5% | -8.1% | -52.3% | -59.5% |
| 1Y | -78.5% | -17.9% | -60.6% | -75.9% |
| All | -78.5% | -18.6% | -59.9% | -75.9% |
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 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