+1,018.9%
LEN vs WCC
+1,591.2%
-572.3%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -1.6% |
| 7D | -6.4% | +3.3% | -9.7% | -7.8% |
| 30D | +15.6% | -9.4% | +25.1% | +17.9% |
| 3M | -0.8% | -10.5% | +9.7% | +1.0% |
| 6M | +0.4% | -10.4% | +10.8% | +1.1% |
| YTD | -14.1% | +34.4% | -48.6% | -26.9% |
| 1Y | -29.6% | +27.7% | -57.3% | -38.9% |
| 3Y | -23.1% | +137.9% | -161.1% | -51.1% |
| 5Y | -8.9% | +147.0% | -155.9% | -45.9% |
| 10Y | +146.2% | +442.5% | -296.3% | -5.8% |
| All | +1,018.9% | +1,591.2% | -572.3% | +179.4% |
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