+1,379.1%
LSCC vs WCC
+492.1%
+887.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +8.1% | +0.3% | +4.3% |
| 7D | +19.3% | -5.7% | +25.0% | +22.8% |
| 30D | -9.6% | -13.5% | +3.8% | -2.6% |
| 3M | -12.4% | -12.9% | +0.5% | -5.5% |
| 6M | -10.5% | -10.7% | +0.2% | -3.9% |
| YTD | +54.8% | +30.0% | +24.8% | +39.3% |
| 1Y | +79.4% | +24.7% | +54.7% | +64.6% |
| 3Y | +109.6% | +136.6% | -27.0% | +39.9% |
| 5Y | +40.4% | +143.9% | -103.5% | -10.0% |
| 10Y | +1,379.1% | +465.9% | +913.2% | +564.4% |
| All | +1,379.1% | +492.1% | +887.0% | +564.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling