+34.1%
LMT vs WCC
+22.3%
+11.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.3% | -1.2% |
| 7D | +5.1% | +9.9% | -4.8% | +4.6% |
| 30D | +14.1% | -8.4% | +22.6% | +14.3% |
| 3M | +0.3% | -10.3% | +10.6% | +0.4% |
| 6M | +16.1% | -10.5% | +26.6% | +16.4% |
| YTD | +25.5% | +32.2% | -6.7% | +19.5% |
| 1Y | +34.1% | +25.5% | +8.6% | +27.3% |
| All | +34.1% | +22.3% | +11.8% | +27.3% |
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