+10,619.1%
LSCC vs SONY
+609.1%
+10,010.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.3% |
| 7D | +19.3% | +6.1% | +13.3% | +15.3% |
| 30D | -9.6% | +12.2% | -21.8% | -15.4% |
| 3M | -12.4% | +15.3% | -27.8% | -19.6% |
| 6M | -10.5% | +34.3% | -44.7% | -25.0% |
| YTD | +54.8% | +5.7% | +49.1% | +45.7% |
| 1Y | +79.4% | -2.3% | +81.7% | +75.2% |
| 3Y | +109.6% | +67.1% | +42.5% | +54.8% |
| 5Y | +40.4% | +13.0% | +27.4% | +27.6% |
| 10Y | +1,379.1% | +372.1% | +1,007.0% | +571.0% |
| All | +10,619.1% | +609.1% | +10,010.0% | +3,462.0% |
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