PortfoliosLab logoPortfoliosLab logo
LBRDK vs. SONY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LBRDK vs. SONY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Liberty Broadband Corporation (LBRDK) and Sony Group Corporation (SONY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, LBRDK achieves a -36.50% return, which is significantly lower than SONY's -23.28% return. Over the past 10 years, LBRDK has underperformed SONY with an annualized return of -4.75%, while SONY has yielded a comparatively higher 14.19% annualized return.


LBRDK

1D
4.97%
1M
-9.10%
YTD
-36.50%
6M
-35.40%
1Y
-62.30%
3Y*
-20.76%
5Y*
-26.93%
10Y*
-4.75%

SONY

1D
0.67%
1M
-11.29%
YTD
-23.28%
6M
-23.76%
1Y
-19.36%
3Y*
3.05%
5Y*
0.85%
10Y*
14.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LBRDK vs. SONY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LBRDK
Liberty Broadband Corporation
-36.50%-25.83%-7.23%5.66%-52.66%1.72%25.94%74.58%-15.42%14.97%
SONY
Sony Group Corporation
-23.28%21.65%12.49%24.95%-39.26%25.64%49.70%41.89%7.96%61.31%

Correlation

The correlation between LBRDK and SONY is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (5Y)
Calculated over the trailing 5-year period

0.27

Correlation (10Y)
Calculated over the trailing 10-year period

0.29

Correlation (All Time)
Calculated using the full available price history since Nov 4, 2014

0.29

The correlation between LBRDK and SONY shifts across timeframes, from 0.12 (1 year) to 0.29 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

LBRDK:

-$25.45

SONY:

-¥57.09

PS Ratio

LBRDK:

12.70

SONY:

1.52

Total Revenue (TTM)

LBRDK:

$261.00M

SONY:

¥12.60T

Gross Profit (TTM)

LBRDK:

$203.00M

SONY:

¥3.88T

EBITDA (TTM)

LBRDK:

-$3.70B

SONY:

¥2.87T

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

LBRDK vs. SONY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LBRDK
LBRDK Risk / Return Rank: 44
Overall Rank
LBRDK Sharpe Ratio Rank: 22
Sharpe Ratio Rank
LBRDK Sortino Ratio Rank: 33
Sortino Ratio Rank
LBRDK Omega Ratio Rank: 22
Omega Ratio Rank
LBRDK Calmar Ratio Rank: 66
Calmar Ratio Rank
LBRDK Martin Ratio Rank: 88
Martin Ratio Rank

SONY
SONY Risk / Return Rank: 1818
Overall Rank
SONY Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
SONY Sortino Ratio Rank: 1414
Sortino Ratio Rank
SONY Omega Ratio Rank: 1717
Omega Ratio Rank
SONY Calmar Ratio Rank: 2323
Calmar Ratio Rank
SONY Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LBRDK vs. SONY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Liberty Broadband Corporation (LBRDK) and Sony Group Corporation (SONY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LBRDKSONYDifference
Sharpe ratioReturn per unit of total volatility

-0.59

Sortino ratioReturn per unit of downside risk

-1.08

Omega ratioGain probability vs. loss probability

0.72

0.91

-0.19

Calmar ratioReturn relative to maximum drawdown

-0.92

-0.55

-0.38

Martin ratioReturn relative to average drawdown

-1.43

-0.97

-0.46

LBRDK vs. SONY - Sharpe Ratio Comparison

The current LBRDK Sharpe Ratio is -1.25, which is lower than the SONY Sharpe Ratio of -0.65. The chart below compares the historical Sharpe Ratios of LBRDK and SONY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

LBRDK vs. SONY - Drawdown Comparison

The maximum LBRDK drawdown since its inception was -82.60%, smaller than the maximum SONY drawdown of -93.18%. Use the drawdown chart below to compare losses from any high point for LBRDK and SONY.


Loading charts...

Drawdown Indicators


LBRDKSONYDifference

Max Drawdown

Largest peak-to-trough decline

-82.60%

-93.18%

+10.58%

Max Drawdown (1Y)

Largest decline over 1 year

-67.67%

-35.53%

-32.14%

Max Drawdown (3Y)

Largest decline over 3 years

-67.67%

-35.53%

-32.14%

Max Drawdown (5Y)

Largest decline over 5 years

-82.60%

-50.56%

-32.04%

Max Drawdown (10Y)

Largest decline over 10 years

-82.60%

-50.56%

-32.04%

Current Drawdown

Current decline from peak

-81.74%

-35.10%

-46.64%

Average Drawdown

Average peak-to-trough decline

-27.20%

-42.17%

+14.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

43.63%

19.94%

+23.69%

Volatility

LBRDK vs. SONY - Volatility Comparison

Liberty Broadband Corporation (LBRDK) has a higher volatility of 15.32% compared to Sony Group Corporation (SONY) at 9.27%. This indicates that LBRDK's price experiences larger fluctuations and is considered to be riskier than SONY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


LBRDKSONYDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.32%

9.27%

+6.05%

Volatility (6M)

Calculated over the trailing 6-month period

43.58%

21.34%

+22.24%

Volatility (1Y)

Calculated over the trailing 1-year period

50.13%

29.78%

+20.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.79%

29.09%

+11.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.79%

28.81%

+5.98%

Dividends

LBRDK vs. SONY - Dividend Comparison

LBRDK's dividend yield for the trailing twelve months is around 19.99%, more than SONY's 0.41% yield.


PositionTTM20252024202320222021202020192018201720162015
LBRDK
Liberty Broadband Corporation
19.99%12.70%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SONY
Sony Group Corporation
0.41%0.59%0.58%0.59%0.69%0.43%0.46%0.54%0.56%0.45%0.63%0.34%

Financials

LBRDK vs. SONY - Financials Comparison

This section allows you to compare key financial metrics between Liberty Broadband Corporation and Sony Group Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00T2.00T3.00T4.00T202220232024202520260
3.09T
(LBRDK) Total Revenue
(SONY) Total Revenue
Please note, different currencies. LBRDK values in USD, SONY values in JPY

Frequently Asked Questions


LBRDK and SONY have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LBRDK has higher volatility (15.32%) compared to SONY (9.27%). In terms of maximum drawdown, LBRDK dropped -82.60% vs SONY's -93.18%.

SONY currently has the higher Sharpe Ratio (-0.65 vs -1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LBRDK and SONY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer