+10,808.2%
LSCC vs SONY
+543.6%
+10,264.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +2.8% |
| 7D | +1.3% | -1.2% | +2.5% | +1.8% |
| 30D | -9.7% | +9.4% | -19.1% | -13.9% |
| 3M | -23.7% | +10.5% | -34.2% | -28.4% |
| 6M | +26.5% | +11.7% | +14.8% | +17.6% |
| YTD | +57.5% | -4.1% | +61.6% | +57.4% |
| 1Y | +75.7% | -11.8% | +87.5% | +82.4% |
| 3Y | +19.5% | +45.9% | -26.4% | -4.8% |
| 5Y | +83.8% | +16.3% | +67.5% | +67.1% |
| 10Y | +1,772.4% | +297.6% | +1,474.8% | +831.7% |
| All | +10,808.2% | +543.6% | +10,264.7% | +3,749.4% |
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