+68.0%
LSCC vs WPM
+41.3%
+26.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +2.9% | +4.2% | +5.8% |
| 7D | +13.0% | +16.9% | -4.0% | +5.0% |
| 30D | -19.8% | +2.0% | -21.8% | -20.5% |
| 3M | -18.4% | +8.9% | -27.3% | -22.5% |
| 6M | -16.1% | +1.6% | -17.7% | -18.5% |
| YTD | +42.7% | +16.5% | +26.2% | +29.4% |
| 1Y | +68.0% | +42.2% | +25.8% | +41.8% |
| All | +68.0% | +41.3% | +26.7% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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