+1,795.0%
LSCC vs SONY
+271.8%
+1,523.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +3.9% |
| 7D | +5.2% | -5.2% | +10.4% | +8.5% |
| 30D | -9.6% | +0.3% | -9.9% | -10.3% |
| 3M | -17.8% | +6.2% | -24.0% | -22.5% |
| 6M | +37.4% | +9.5% | +27.9% | +26.5% |
| YTD | +59.7% | -8.1% | +67.8% | +63.9% |
| 1Y | +76.2% | -17.9% | +94.2% | +93.8% |
| 3Y | +28.2% | +41.5% | -13.3% | -4.6% |
| 5Y | +87.2% | +11.8% | +75.4% | +63.3% |
| 10Y | +1,795.0% | +275.4% | +1,519.6% | +974.5% |
| All | +1,795.0% | +271.8% | +1,523.2% | +974.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling