+3,188.9%
LII vs WCC
+1,922.3%
+1,266.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.9% | -2.7% | 0.0% |
| 7D | -0.7% | +4.5% | -5.2% | -2.0% |
| 30D | -12.6% | -5.8% | -6.8% | -11.2% |
| 3M | -24.4% | -3.7% | -20.8% | -23.9% |
| 6M | -28.7% | +23.1% | -51.8% | -33.4% |
| YTD | -19.1% | +44.2% | -63.3% | -28.2% |
| 1Y | -29.7% | +62.1% | -91.8% | -39.9% |
| 3Y | +4.8% | +121.1% | -116.3% | -21.4% |
| 5Y | +24.6% | +214.0% | -189.4% | -18.8% |
| 10Y | +169.2% | +472.8% | -303.6% | +31.2% |
| All | +3,188.9% | +1,922.3% | +1,266.6% | +721.3% |
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 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