-29.5%
DIS vs LSCC
+40.9%
-70.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.5% |
| 7D | +4.4% | +5.0% | -0.6% | +3.4% |
| 30D | +10.3% | -11.7% | +22.1% | +12.1% |
| 3M | +15.5% | -13.3% | +28.8% | +17.0% |
| 6M | +11.2% | -12.5% | +23.7% | +10.4% |
| YTD | +5.6% | +51.2% | -45.6% | -8.3% |
| 1Y | +7.7% | +65.9% | -58.1% | -8.7% |
| 3Y | +39.3% | +95.3% | -56.1% | +5.2% |
| 5Y | -29.5% | +38.6% | -68.1% | -49.7% |
| All | -29.5% | +40.9% | -70.4% | -49.7% |
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