+85.8%
LSCC vs SONY
+57.9%
+27.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.0% | +9.1% | +7.8% |
| 7D | +13.0% | +6.7% | +6.2% | +9.8% |
| 30D | -19.8% | +14.8% | -34.6% | -24.7% |
| 3M | -18.4% | +16.9% | -35.3% | -24.4% |
| 6M | -16.1% | +30.2% | -46.4% | -27.5% |
| YTD | +42.7% | +5.5% | +37.3% | +38.1% |
| 1Y | +68.0% | -4.6% | +72.6% | +71.5% |
| 3Y | +85.8% | +57.2% | +28.6% | +46.3% |
| All | +85.8% | +57.9% | +27.9% | +46.3% |
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