-92.6%
LCID vs SONY
+63.5%
-156.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +1.5% | -10.8% | -10.0% |
| 7D | -10.2% | +0.3% | -10.4% | -10.4% |
| 30D | -10.2% | +11.1% | -21.3% | -15.6% |
| 3M | -54.1% | +14.7% | -68.8% | -57.8% |
| 6M | -53.8% | +18.8% | -72.5% | -58.6% |
| YTD | -72.0% | +5.7% | -77.8% | -73.4% |
| 1Y | -80.5% | -8.1% | -72.5% | -79.9% |
| 3Y | -92.6% | +64.0% | -156.5% | -94.9% |
| All | -92.6% | +63.5% | -156.1% | -94.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling