+2,360.0%
LMT vs WCC
+1,713.7%
+646.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.9% | -5.3% | -1.9% |
| 7D | -6.3% | +4.5% | -10.7% | -6.8% |
| 30D | -8.5% | -5.8% | -2.7% | -7.9% |
| 3M | +1.8% | -3.7% | +5.5% | +1.8% |
| 6M | -19.9% | +23.1% | -43.0% | -22.7% |
| YTD | +10.6% | +44.2% | -33.6% | +4.6% |
| 1Y | +17.9% | +62.1% | -44.1% | +9.7% |
| 3Y | +27.0% | +121.1% | -94.2% | +10.0% |
| 5Y | +68.7% | +214.0% | -145.3% | +35.5% |
| 10Y | +181.1% | +472.8% | -291.7% | +95.6% |
| All | +2,360.0% | +1,713.7% | +646.3% | +1,221.3% |
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 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