+1,108.4%
LNG vs SONY
+425.2%
+683.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.1% |
| 7D | -6.7% | -4.9% | -1.8% | -5.4% |
| 30D | +3.9% | -1.6% | +5.5% | +4.3% |
| 3M | +15.5% | +10.0% | +5.5% | +12.2% |
| 6M | +10.5% | +8.4% | +2.1% | +7.2% |
| YTD | +43.0% | -8.4% | +51.4% | +45.0% |
| 1Y | +18.9% | -18.4% | +37.2% | +24.1% |
| 3Y | +74.7% | +41.0% | +33.7% | +53.5% |
| 5Y | +231.2% | +9.3% | +222.0% | +206.4% |
| 10Y | +544.5% | +281.7% | +262.8% | +307.9% |
| All | +1,108.4% | +425.2% | +683.2% | +330.7% |
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