+179.1%
LRCX vs DIS
-8.1%
+187.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.6% | -7.2% | -5.7% |
| 7D | +1.8% | -1.3% | +3.1% | +1.9% |
| 30D | -4.3% | +2.2% | -6.5% | -4.5% |
| 3M | -7.3% | +8.1% | -15.5% | -8.4% |
| 6M | +38.6% | +5.2% | +33.3% | +37.8% |
| YTD | +74.4% | -6.3% | +80.7% | +78.6% |
| 1Y | +179.1% | -7.3% | +186.4% | +180.1% |
| All | +179.1% | -8.1% | +187.2% | +180.1% |
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