+2,520.1%
LRCX vs DIS
+32.4%
+2,487.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.7% |
| 7D | +12.7% | +1.9% | +10.8% | +11.6% |
| 30D | -21.3% | +9.2% | -30.4% | -25.2% |
| 3M | -32.9% | +13.5% | -46.4% | -38.3% |
| 6M | -23.4% | +14.3% | -37.7% | -30.9% |
| YTD | +32.4% | +5.4% | +27.0% | +24.5% |
| 1Y | +48.0% | +12.2% | +35.9% | +33.7% |
| 3Y | +243.9% | +37.2% | +206.8% | +164.9% |
| 5Y | +280.6% | -23.1% | +303.7% | +314.0% |
| All | +2,520.1% | +32.4% | +2,487.8% | +1,795.9% |
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