-41.1%
DIS vs LSCC
+82.7%
-123.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.7% | -2.1% |
| 7D | -2.6% | +1.3% | -3.9% | -2.8% |
| 30D | +3.5% | -9.7% | +13.2% | +5.2% |
| 3M | +6.8% | -23.7% | +30.5% | +10.7% |
| 6M | +3.0% | +26.5% | -23.5% | -5.0% |
| YTD | -6.7% | +57.5% | -64.2% | -18.7% |
| 1Y | -10.1% | +75.7% | -85.8% | -24.3% |
| 3Y | +33.0% | +19.5% | +13.6% | +16.3% |
| All | -41.1% | +82.7% | -123.8% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 5y: compounded portfolio wealth divided by compounded LSCC 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…
5y analysis · Full analysis span regression · 6 months rolling