+82.0%
LSCC vs SONY
+16.3%
+65.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +3.1% |
| 7D | +1.3% | -1.2% | +2.5% | +2.0% |
| 30D | -9.7% | +9.4% | -19.1% | -15.5% |
| 3M | -23.7% | +10.5% | -34.2% | -30.3% |
| 6M | +26.5% | +11.7% | +14.8% | +13.8% |
| YTD | +57.5% | -4.1% | +61.6% | +58.5% |
| 1Y | +75.7% | -11.8% | +87.5% | +87.1% |
| 3Y | +19.5% | +45.9% | -26.4% | -21.0% |
| All | +82.0% | +16.3% | +65.7% | +50.5% |
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 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