+99.9%
LMT vs WCC
+139.9%
-40.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.3% | -1.3% |
| 7D | +5.1% | +9.9% | -4.8% | +4.7% |
| 30D | +14.1% | -8.4% | +22.6% | +14.4% |
| 3M | +0.3% | -10.3% | +10.6% | +0.5% |
| 6M | +16.1% | -10.5% | +26.6% | +16.3% |
| YTD | +25.5% | +32.2% | -6.7% | +23.5% |
| 1Y | +34.1% | +25.5% | +8.6% | +32.2% |
| 3Y | +45.1% | +134.7% | -89.6% | +37.3% |
| All | +99.9% | +139.9% | -40.1% | +89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling