+297,723.7%
LRCX vs SONY
+514.2%
+297,209.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +9.5% | -4.9% | +14.5% | +12.2% |
| 30D | +3.1% | -1.6% | +4.7% | +3.4% |
| 3M | -3.4% | +10.0% | -13.4% | -10.2% |
| 6M | +49.7% | +8.4% | +41.3% | +39.9% |
| YTD | +84.9% | -8.4% | +93.3% | +88.5% |
| 1Y | +200.8% | -18.4% | +219.2% | +224.7% |
| 3Y | +385.1% | +41.0% | +344.1% | +284.2% |
| 5Y | +460.5% | +9.3% | +451.2% | +412.6% |
| 10Y | +3,866.3% | +281.7% | +3,584.6% | +1,800.4% |
| All | +297,723.7% | +514.2% | +297,209.4% | +91,318.4% |
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