+2,790.8%
LII vs WCC
+1,586.5%
+1,204.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.1% | -2.6% |
| 7D | -0.6% | -14.7% | +14.1% | +3.6% |
| 30D | -4.6% | -20.1% | +15.5% | +1.0% |
| 3M | -21.2% | -21.2% | -0.1% | -16.6% |
| 6M | -36.4% | -19.2% | -17.3% | -33.4% |
| YTD | -28.9% | +20.2% | -49.1% | -34.2% |
| 1Y | -29.5% | +14.5% | -44.0% | -33.9% |
| 3Y | -8.6% | +115.1% | -123.7% | -31.6% |
| 5Y | +20.2% | +121.5% | -101.3% | -14.1% |
| 10Y | +166.2% | +468.1% | -301.9% | +28.8% |
| All | +2,790.8% | +1,586.5% | +1,204.3% | +652.8% |
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