+208.1%
LRCX vs DIS
-8.8%
+216.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.7% | +6.8% | +5.2% |
| 7D | +1.9% | -2.6% | +4.5% | +2.0% |
| 30D | +0.1% | +3.5% | -3.4% | -0.3% |
| 3M | -8.5% | +6.8% | -15.3% | -9.2% |
| 6M | +38.1% | +3.0% | +35.1% | +38.0% |
| YTD | +80.1% | -6.7% | +86.8% | +84.4% |
| 1Y | +208.1% | -10.1% | +218.1% | +210.4% |
| All | +208.1% | -8.8% | +216.8% | +210.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling