+59.3%
LH vs WCC
+153.2%
-93.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -3.0% | -0.1% |
| 7D | +1.2% | +3.3% | -2.1% | +0.6% |
| 30D | +18.0% | -9.4% | +27.4% | +19.2% |
| 3M | +15.7% | -10.5% | +26.2% | +16.8% |
| 6M | +46.6% | -10.4% | +57.0% | +47.4% |
| YTD | +49.5% | +34.4% | +15.1% | +39.9% |
| 1Y | +40.2% | +27.7% | +12.5% | +32.2% |
| 3Y | +87.6% | +137.9% | -50.4% | +52.9% |
| 5Y | +59.3% | +147.0% | -87.8% | +28.0% |
| All | +59.3% | +153.2% | -93.9% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling