+976.3%
LEN vs WCC
+1,713.7%
-737.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -2.5% |
| 7D | -3.2% | +4.5% | -7.7% | -4.8% |
| 30D | -4.9% | -5.8% | +0.9% | -3.1% |
| 3M | -8.5% | -3.7% | -4.8% | -8.3% |
| 6M | -20.7% | +23.1% | -43.7% | -28.2% |
| YTD | -17.4% | +44.2% | -61.6% | -30.1% |
| 1Y | -38.2% | +62.1% | -100.3% | -50.4% |
| 3Y | -24.9% | +121.1% | -146.0% | -49.9% |
| 5Y | -11.4% | +214.0% | -225.4% | -51.3% |
| 10Y | +110.0% | +472.8% | -362.8% | -20.0% |
| All | +976.3% | +1,713.7% | -737.4% | +167.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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