+933.1%
LSCC vs WCC
+1,713.7%
-780.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.9% | -1.9% | +0.4% |
| 7D | +1.3% | +4.5% | -3.2% | -0.5% |
| 30D | -9.7% | -5.8% | -3.9% | -7.3% |
| 3M | -23.7% | -3.7% | -20.1% | -22.0% |
| 6M | +26.5% | +23.1% | +3.4% | +17.3% |
| YTD | +57.5% | +44.2% | +13.4% | +37.1% |
| 1Y | +75.7% | +62.1% | +13.6% | +45.6% |
| 3Y | +19.5% | +121.1% | -101.7% | -14.4% |
| 5Y | +83.8% | +214.0% | -130.2% | +13.1% |
| 10Y | +1,772.4% | +472.8% | +1,299.6% | +704.9% |
| All | +933.1% | +1,713.7% | -780.6% | +98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling