+38.6%
LSCC vs WING
+8.7%
+29.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +1.9% | -1.2% |
| 7D | +5.0% | +5.0% | +0.1% | +3.8% |
| 30D | -11.7% | +38.7% | -50.4% | -19.5% |
| 3M | -13.3% | +44.7% | -58.0% | -22.8% |
| 6M | -12.5% | +31.5% | -44.0% | -21.3% |
| YTD | +51.2% | -28.4% | +79.6% | +58.2% |
| 1Y | +65.9% | -28.2% | +94.1% | +72.4% |
| 3Y | +95.3% | -18.4% | +113.8% | +68.8% |
| 5Y | +38.6% | +5.2% | +33.4% | +13.0% |
| All | +38.6% | +8.7% | +29.9% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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