+10,370.6%
LSCC vs SONY
+599.9%
+9,770.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.7% |
| 7D | +5.0% | +5.2% | -0.2% | +2.0% |
| 30D | -11.7% | +10.7% | -22.5% | -16.9% |
| 3M | -13.3% | +12.1% | -25.4% | -19.3% |
| 6M | -12.5% | +32.6% | -45.1% | -26.3% |
| YTD | +51.2% | +4.3% | +46.9% | +43.2% |
| 1Y | +65.9% | -4.5% | +70.4% | +63.8% |
| 3Y | +95.3% | +56.9% | +38.5% | +48.8% |
| 5Y | +38.6% | +12.5% | +26.1% | +26.3% |
| 10Y | +1,352.3% | +371.7% | +980.6% | +559.4% |
| All | +10,370.6% | +599.9% | +9,770.7% | +3,402.0% |
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