+190.4%
LMT vs WEC
+197.9%
-7.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.7% |
| 7D | +5.1% | +2.3% | +2.8% | +4.1% |
| 30D | +14.1% | +11.1% | +3.1% | +9.0% |
| 3M | +0.3% | +8.4% | -8.2% | -3.2% |
| 6M | +16.1% | +7.5% | +8.6% | +12.4% |
| YTD | +25.5% | +15.3% | +10.1% | +17.6% |
| 1Y | +34.1% | +9.7% | +24.4% | +28.4% |
| 3Y | +45.1% | +64.7% | -19.6% | +15.6% |
| 5Y | +100.9% | +57.3% | +43.7% | +60.9% |
| All | +190.4% | +197.9% | -7.6% | +122.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling