+48.9%
LRCX vs DIS
+7.8%
+41.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.7% | +6.1% |
| 7D | +6.5% | +0.6% | +5.9% | +6.5% |
| 30D | -23.8% | +10.3% | -34.1% | -22.8% |
| 3M | -24.2% | +15.6% | -39.7% | -23.2% |
| 6M | -20.2% | +15.1% | -35.3% | -17.6% |
| YTD | +38.2% | +6.0% | +32.2% | +43.9% |
| 1Y | +48.9% | +5.7% | +43.2% | +55.1% |
| All | +48.9% | +7.8% | +41.1% | +55.1% |
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