-31.2%
DIS vs LSCC
+18.7%
-49.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.6% | +7.1% | 0.0% |
| 7D | +5.7% | -4.8% | +10.5% | +6.3% |
| 30D | +12.7% | -27.1% | +39.8% | +18.3% |
| 3M | +15.2% | -23.6% | +38.8% | +19.3% |
| 6M | +17.6% | -19.8% | +37.4% | +18.3% |
| YTD | +3.8% | +33.2% | -29.4% | -7.8% |
| 1Y | +6.8% | +55.2% | -48.4% | -8.7% |
| 3Y | +42.1% | +70.1% | -28.0% | +10.0% |
| 5Y | -31.2% | +19.5% | -50.7% | -49.6% |
| All | -31.2% | +18.7% | -49.9% | -49.6% |
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