+1,494.5%
LNT vs WCC
+1,591.1%
-96.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.5% | +14.2% | -14.8% | -2.0% |
| 30D | +9.9% | -9.8% | +19.8% | +10.8% |
| 3M | +4.8% | -10.1% | +14.9% | +5.5% |
| 6M | +2.2% | -9.4% | +11.6% | +2.4% |
| YTD | +15.9% | +34.4% | -18.5% | +10.4% |
| 1Y | +10.6% | +23.3% | -12.7% | +6.3% |
| 3Y | +66.1% | +137.9% | -71.8% | +43.9% |
| 5Y | +55.6% | +144.0% | -88.4% | +31.2% |
| 10Y | +182.8% | +442.5% | -259.6% | +102.5% |
| All | +1,494.5% | +1,591.1% | -96.6% | +760.3% |
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