+65.9%
LSCC vs WCC
+23.4%
+42.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.4% |
| 7D | +5.0% | -9.9% | +15.0% | +14.2% |
| 30D | -11.7% | -13.4% | +1.7% | -0.1% |
| 3M | -13.3% | -13.5% | +0.2% | -1.6% |
| 6M | -12.5% | -10.6% | -1.9% | -3.4% |
| YTD | +51.2% | +30.1% | +21.1% | +20.7% |
| 1Y | +65.9% | +22.3% | +43.6% | +38.6% |
| All | +65.9% | +23.4% | +42.5% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling