+75.2%
LMT vs WCC
+211.6%
-136.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +1.2% |
| 7D | -0.5% | +1.7% | -2.2% | -0.6% |
| 30D | -10.8% | -6.1% | -4.7% | -10.6% |
| 3M | +1.6% | +3.1% | -1.5% | +1.3% |
| 6M | -17.6% | +28.2% | -45.8% | -18.8% |
| YTD | +11.6% | +41.1% | -29.5% | +9.4% |
| 1Y | +17.2% | +61.3% | -44.1% | +14.2% |
| 3Y | +35.7% | +123.6% | -87.9% | +28.3% |
| 5Y | +75.2% | +214.8% | -139.6% | +57.2% |
| All | +75.2% | +211.6% | -136.4% | +57.2% |
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