+208,807.7%
LRCX vs DIS
+1,718.2%
+207,089.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.0% | +8.4% | +9.2% |
| 7D | -2.7% | +5.3% | -8.1% | -5.6% |
| 30D | -30.6% | +10.2% | -40.8% | -34.7% |
| 3M | -28.8% | +13.5% | -42.4% | -34.9% |
| 6M | -24.6% | +11.1% | -35.7% | -31.3% |
| YTD | +29.7% | +5.5% | +24.2% | +21.2% |
| 1Y | +39.5% | +9.1% | +30.4% | +27.4% |
| 3Y | +248.9% | +36.0% | +212.9% | +172.5% |
| 5Y | +274.3% | -29.8% | +304.2% | +327.4% |
| 10Y | +2,479.7% | +36.6% | +2,443.1% | +1,781.3% |
| All | +208,807.7% | +1,718.2% | +207,089.4% | +31,178.8% |
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