+31.6%
LNT vs WCC
+228.2%
-196.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.0% |
| 7D | +0.2% | +6.8% | -6.6% | -0.3% |
| 30D | -0.5% | -3.0% | +2.5% | -0.3% |
| 3M | -5.5% | +0.2% | -5.7% | -5.7% |
| 6M | -3.8% | +33.2% | -37.0% | -6.4% |
| YTD | +6.8% | +45.8% | -39.0% | +3.0% |
| 1Y | +9.3% | +68.4% | -59.1% | +3.8% |
| 3Y | +47.9% | +131.1% | -83.2% | +33.0% |
| 5Y | +31.6% | +225.6% | -194.0% | +14.0% |
| All | +31.6% | +228.2% | -196.6% | +14.0% |
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