+2,848.5%
LII vs WCC
+1,550.7%
+1,297.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.6% | +6.7% | 0.0% |
| 7D | +0.2% | -21.9% | +22.1% | +7.2% |
| 30D | -4.6% | -25.4% | +20.8% | +3.1% |
| 3M | -21.7% | -23.1% | +1.5% | -16.5% |
| 6M | -32.8% | -18.1% | -14.7% | -29.8% |
| YTD | -27.5% | +17.7% | -45.2% | -32.4% |
| 1Y | -28.0% | +12.4% | -40.3% | -32.0% |
| 3Y | -7.2% | +105.9% | -113.1% | -29.7% |
| 5Y | +22.6% | +116.8% | -94.2% | -11.8% |
| 10Y | +171.5% | +456.1% | -284.5% | +32.2% |
| All | +2,848.5% | +1,550.7% | +1,297.7% | +672.9% |
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