+6,998.9%
LH vs WCC
+1,563.0%
+5,435.9%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.2% |
| 7D | +1.1% | +9.9% | -8.9% | -0.5% |
| 30D | +16.7% | -8.4% | +25.2% | +17.9% |
| 3M | +15.1% | -10.3% | +25.4% | +16.3% |
| 6M | +46.3% | -10.5% | +56.8% | +47.1% |
| YTD | +48.8% | +32.2% | +16.6% | +39.8% |
| 1Y | +39.7% | +25.5% | +14.2% | +32.2% |
| 3Y | +87.0% | +134.7% | -47.6% | +55.2% |
| 5Y | +53.0% | +139.9% | -86.9% | +23.0% |
| 10Y | +264.3% | +433.5% | -169.1% | +139.7% |
| All | +6,998.9% | +1,563.0% | +5,435.9% | +3,521.4% |
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