+35.1%
LSCC vs WCC
+139.9%
-104.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.7% | -3.8% | -4.3% |
| 7D | +7.0% | +9.9% | -3.0% | +0.6% |
| 30D | -2.3% | -8.4% | +6.1% | +3.8% |
| 3M | -12.5% | -10.3% | -2.2% | -5.3% |
| 6M | -10.6% | -10.5% | -0.1% | -2.6% |
| YTD | +52.7% | +32.2% | +20.5% | +30.1% |
| 1Y | +74.0% | +25.5% | +48.4% | +53.1% |
| 3Y | +104.8% | +134.7% | -29.9% | +14.3% |
| All | +35.1% | +139.9% | -104.8% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling