+7,679.3%
LHX vs WEC
+4,021.5%
+3,657.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.3% | -0.7% |
| 7D | -2.5% | +0.8% | -3.3% | -2.8% |
| 30D | -10.4% | +0.3% | -10.7% | -10.5% |
| 3M | -14.9% | -2.9% | -12.0% | -14.0% |
| 6M | -29.6% | -5.9% | -23.7% | -28.0% |
| YTD | -11.8% | +4.1% | -16.0% | -13.4% |
| 1Y | -5.1% | +3.1% | -8.2% | -6.5% |
| 3Y | +61.3% | +40.8% | +20.5% | +39.6% |
| 5Y | +22.4% | +31.7% | -9.3% | +7.9% |
| 10Y | +232.2% | +141.1% | +91.1% | +130.4% |
| All | +7,679.3% | +4,021.5% | +3,657.8% | +2,278.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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