+3,866.3%
LRCX vs DIS
+20.9%
+3,845.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.9% |
| 7D | +9.5% | -3.5% | +13.1% | +11.7% |
| 30D | +3.1% | +1.0% | +2.1% | +2.0% |
| 3M | -3.4% | +5.7% | -9.1% | -8.3% |
| 6M | +49.7% | +3.3% | +46.4% | +43.9% |
| YTD | +84.9% | -7.7% | +92.6% | +88.8% |
| 1Y | +200.8% | -10.0% | +210.8% | +210.8% |
| 3Y | +385.1% | +31.7% | +353.3% | +280.2% |
| 5Y | +460.5% | -42.2% | +502.7% | +623.4% |
| 10Y | +3,866.3% | +22.3% | +3,843.9% | +2,782.9% |
| All | +3,866.3% | +20.9% | +3,845.3% | +2,782.9% |
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