+362.3%
CSCO vs DIS
+21.6%
+340.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +1.2% |
| 7D | -0.7% | -2.6% | +1.9% | +0.3% |
| 30D | -10.1% | +3.5% | -13.6% | -11.5% |
| 3M | -15.7% | +6.8% | -22.5% | -18.3% |
| 6M | +36.3% | +3.0% | +33.3% | +33.2% |
| YTD | +43.8% | -6.7% | +50.6% | +45.7% |
| 1Y | +63.9% | -10.1% | +74.0% | +67.7% |
| 3Y | +104.4% | +33.0% | +71.3% | +72.6% |
| 5Y | +111.4% | -40.0% | +151.3% | +147.6% |
| All | +362.3% | +21.6% | +340.6% | +246.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 10y: compounded portfolio wealth divided by compounded DIS 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…
10y analysis · Full analysis span regression · 6 months rolling