+290,000.9%
LRCX vs DIS
+1,507.4%
+288,493.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.7% | +6.8% | +6.1% |
| 7D | +1.9% | -2.6% | +4.5% | +3.4% |
| 30D | +0.1% | +3.5% | -3.4% | -2.5% |
| 3M | -8.5% | +6.8% | -15.3% | -13.8% |
| 6M | +38.1% | +3.0% | +35.1% | +32.9% |
| YTD | +80.1% | -6.7% | +86.8% | +82.4% |
| 1Y | +208.1% | -10.1% | +218.1% | +217.8% |
| 3Y | +350.2% | +33.0% | +317.2% | +257.0% |
| 5Y | +430.7% | -40.0% | +470.7% | +568.3% |
| 10Y | +3,633.2% | +21.1% | +3,612.2% | +2,848.1% |
| All | +290,000.9% | +1,507.4% | +288,493.4% | +46,997.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling