-25.1%
LRCX vs DIS
+11.1%
-36.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.0% | +8.4% | +12.3% |
| 7D | -2.7% | +5.3% | -8.1% | +2.4% |
| 30D | -30.6% | +10.2% | -40.8% | -23.0% |
| 3M | -28.8% | +13.5% | -42.4% | -17.9% |
| All | -25.1% | +11.1% | -36.3% | -7.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling