+1,379.1%
LSCC vs WAB
+305.5%
+1,073.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +5.1% | +3.3% | +5.0% |
| 7D | +19.3% | +4.0% | +15.4% | +16.8% |
| 30D | -9.6% | +4.5% | -14.1% | -11.5% |
| 3M | -12.4% | +2.3% | -14.7% | -12.9% |
| 6M | -10.5% | +12.5% | -22.9% | -16.4% |
| YTD | +54.8% | +40.2% | +14.6% | +27.1% |
| 1Y | +79.4% | +45.2% | +34.2% | +44.3% |
| 3Y | +109.6% | +171.8% | -62.2% | +21.0% |
| 5Y | +40.4% | +217.6% | -177.2% | -24.3% |
| 10Y | +1,379.1% | +285.3% | +1,093.8% | +545.3% |
| All | +1,379.1% | +305.5% | +1,073.6% | +545.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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