+85.8%
LSCC vs WCC
+26.8%
+59.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +3.3% | +7.0% | +7.3% |
| 7D | +14.5% | +3.3% | +11.1% | +11.4% |
| 30D | -0.1% | -9.4% | +9.4% | +8.8% |
| 3M | -2.7% | -10.5% | +7.8% | +7.4% |
| 6M | -4.8% | -10.4% | +5.6% | +4.8% |
| YTD | +66.9% | +34.4% | +32.4% | +29.8% |
| 1Y | +85.8% | +27.7% | +58.2% | +51.0% |
| All | +85.8% | +26.8% | +59.1% | +51.0% |
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