+478.4%
LRCX vs DIS
-41.2%
+519.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.3% |
| 7D | +10.4% | -1.1% | +11.5% | +11.0% |
| 30D | +2.9% | +0.1% | +2.8% | +2.3% |
| 3M | -1.2% | +7.1% | -8.2% | -6.6% |
| 6M | +60.9% | +4.3% | +56.6% | +54.3% |
| YTD | +87.5% | -6.9% | +94.5% | +91.0% |
| 1Y | +206.6% | -10.3% | +217.0% | +218.4% |
| 3Y | +392.1% | +32.8% | +359.3% | +277.7% |
| 5Y | +478.4% | -41.5% | +519.9% | +589.2% |
| All | +478.4% | -41.2% | +519.7% | +589.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling