+1,844.8%
LMT vs WCN
+6,767.3%
-4,922.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.2% |
| 7D | -1.5% | -0.4% | -1.1% | -1.5% |
| 30D | -8.2% | -2.1% | -6.1% | -7.9% |
| 3M | +3.7% | +6.4% | -2.6% | +2.5% |
| 6M | -19.2% | -3.7% | -15.5% | -18.9% |
| YTD | +12.9% | -6.4% | +19.2% | +13.7% |
| 1Y | +19.8% | -7.9% | +27.7% | +21.0% |
| 3Y | +37.3% | +20.8% | +16.5% | +31.7% |
| 5Y | +74.4% | +29.0% | +45.4% | +64.8% |
| 10Y | +188.9% | +236.4% | -47.5% | +136.9% |
| All | +1,844.8% | +6,767.3% | -4,922.6% | +1,147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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