-97.9%
LCID vs SONY
+8.4%
-106.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.4% | -7.4% | -7.5% |
| 7D | -9.3% | -4.9% | -4.4% | -5.8% |
| 30D | -35.4% | -1.6% | -33.8% | -35.0% |
| 3M | -17.1% | +10.0% | -27.1% | -24.2% |
| 6M | -58.9% | +8.4% | -67.4% | -62.5% |
| YTD | -59.6% | -8.4% | -51.2% | -57.6% |
| 1Y | -78.0% | -18.4% | -59.6% | -74.7% |
| 3Y | -92.7% | +41.0% | -133.6% | -95.3% |
| All | -97.9% | +8.4% | -106.3% | -98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling