-9.3%
LHX vs WCC
+24.5%
-33.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -9.9% | +3.5% | -5.9% |
| 7D | -0.3% | -8.8% | +8.5% | +0.2% |
| 30D | +9.7% | -16.0% | +25.7% | +10.4% |
| 3M | -8.5% | -15.2% | +6.7% | -7.9% |
| 6M | -15.1% | -8.4% | -6.7% | -14.5% |
| YTD | -10.4% | +30.1% | -40.5% | -17.9% |
| 1Y | -9.3% | +26.4% | -35.7% | -16.3% |
| All | -9.3% | +24.5% | -33.7% | -16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling