+2,528.1%
LSCC vs WPM
+5,967.5%
-3,439.4%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.2% |
| 7D | +1.3% | +1.1% | +0.2% | +1.0% |
| 30D | -9.7% | +26.4% | -36.0% | -14.8% |
| 3M | -23.7% | +20.8% | -44.5% | -27.4% |
| 6M | +26.5% | +1.1% | +25.4% | +25.2% |
| YTD | +57.5% | +32.5% | +25.1% | +46.3% |
| 1Y | +75.7% | +51.5% | +24.2% | +57.7% |
| 3Y | +19.5% | +267.0% | -247.6% | -13.6% |
| 5Y | +83.8% | +250.1% | -166.4% | +32.6% |
| 10Y | +1,772.4% | +540.4% | +1,232.0% | +1,012.8% |
| All | +2,528.1% | +5,967.5% | -3,439.4% | +825.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling