+74.0%
LSCC vs WCC
+22.3%
+51.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.7% | -3.8% | -4.0% |
| 7D | +7.0% | +9.9% | -3.0% | -1.5% |
| 30D | -2.3% | -8.4% | +6.1% | +5.4% |
| 3M | -12.5% | -10.3% | -2.2% | -3.4% |
| 6M | -10.6% | -10.5% | -0.1% | -1.2% |
| YTD | +52.7% | +32.2% | +20.5% | +18.2% |
| 1Y | +74.0% | +25.5% | +48.4% | +40.9% |
| All | +74.0% | +22.3% | +51.6% | +40.9% |
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